Concurrent Recruits Nine New Advisors, Almost $1B in AUM in Q1

Concurrent Advisors appears on track to repeat rapid 2021 growth.

Related Keywords

San Diego ,California ,United States ,Houston ,Texas ,Ohio ,Cincinnati ,Rick Damico ,Doug Solorzano ,John Garcia ,Garry Scheufler ,Nate Lenz ,Mandy Haskell ,Tim Murray ,Brandon Glasscock ,Edward Jones ,John Harris ,Morgan Stanley ,Raymond James Financial Services Inc ,Merrill Lynch ,Wealth Partners Alliance ,Wells Fargo ,Concurrent Advisors ,Merchant Investment Management ,Raymond James Affiliated ,Dallas Based Wealth Partners ,Heartland Wealth Management ,Impact Financial Strategies ,Fort Collins ,Raymond James Financial Services ,Merchant Partner Rickd Amico ,