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Richard O
Series 65
Pineville, LA
Concurrent Investment Advisors, LLC
Richard Ourso is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Acumen Co and Hightower Advisors. Before his advisory career, he spent nearly two decades at Marucci Sports. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a broad network of advisors and a range of financial planning and retirement services.
Peter W
Series 63, Series 66
Pineville, LA
Concurrent Investment Advisors, LLC
Peter Wright Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Hightower Advisors LLC, LourdMurray, Raymond James & Associates, and Morgan Keegan & Company, LLC. He also serves as an investment advisory consultant to OxeFit Inc. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a network of nearly 286 advisors serving over 13,000 clients.
Jennifer E
CFP®, Series 66
Pineville, LA
Concurrent Investment Advisors, LLC
Jennifer Enlow is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and Patricof Wealth, having previously worked at HighTower Advisors LLC, LourdMurray, Raymond James & Associates, and Morgan Keegan & Company, LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a broad network of advisors and affiliated sub-advisory arrangements.
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