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Randall F

Series 63, Series 65

Edmond, OK

Concurrent Investment Advisors, LLC

Randall Fowler is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. His prior roles include positions at Titleist Asset Management LLC, Titleist Capital LLC, and ON Investment Management Company. Fowler is also active as an insurance agent affiliated with Titleist Capital, LLC. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities aligned with client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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