Sara
Ferrell
Concurrent Investment Advisors, LLC
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About this Advisor
Sara Ferrell is a financial advisor based in Houston, Texas, working with Concurrent Investment Advisors, LLC. Sara has previously held positions at Morgan Stanley, Metasys Technologies, Wells Fargo, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Concurrent Advisors, Wealth Partners Alliance, Invesco, Invesco/Contracted By Metasys, Raymond James, Concurrent Investment Advisors LLC, and Invesco Advisers, Inc. Sara has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Sara is part of Concurrent Investment Advisors, LLC, which operates out of Houston, Texas. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$6,256,967,921
123
18,097
$345,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sara Ferrell Work History
Concurrent Investment Advisors LLC
Wealth Partners Alliance
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Concurrent Advisors
Raymond James
Wells Fargo
Morgan Stanley
Metasys Technologies
Invesco/Contracted By Metasys
Invesco Advisers, Inc
Invesco
Disclosures
Please visit the SEC profile of Sara Ferrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concurrent Investment Advisors, LLC
Tampa, FL
Colorado Springs, CO
Tampa, FL
Tampa, FL
Alpharetta, GA
Tampa, FL
Tampa, FL
Tampa, FL
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