David Baland is a financial advisor at Concurrent Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and The Hamilton Group. Outside of his advisory work, he serves on the board of the NM Bio Park Society, a nonprofit organization.
Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term investment approach with customized portfolios.