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

Published: May 20, 2022

Concurrent Advisors appears on track to repeat rapid 2021 growth.

Source: wealthmanagement.com

Related Topics:

San DiegoUnited StatesRick DamicoDoug SolorzanoJohn GarciaGarry ScheuflerNate LenzMandy HaskellTim MurrayBrandon GlasscockEdward JonesJohn HarrisMorgan StanleyRaymond James Financial Services IncMerrill LynchWealth Partners AllianceWells FargoConcurrent AdvisorsMerchant Investment ManagementRaymond James AffiliatedDallas Based Wealth PartnersHeartland Wealth ManagementImpact Financial StrategiesFort CollinsRaymond James Financial Services

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

Published: May 19, 2022

Concurrent Advisors appears on track to repeat rapid 2021 growth.

Source: wealthmanagement.com

Related Topics:

San DiegoUnited StatesRick DamicoDoug SolorzanoJohn GarciaGarry ScheuflerNate LenzMandy HaskellTim MurrayBrandon GlasscockEdward JonesJohn HarrisMorgan StanleyRaymond James Financial Services IncMerrill LynchWealth Partners AllianceWells FargoConcurrent AdvisorsMerchant Investment ManagementRaymond James AffiliatedDallas Based Wealth PartnersHeartland Wealth ManagementImpact Financial StrategiesFort CollinsRaymond James Financial Services