Lebanon, VA Office
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Concurrent Investment Advisors, LLC
Enterprise
Firm-wide stats for Concurrent Investment Advisors, LLC
About
Concurrent Investment Advisors, LLC is an SEC-registered, multi‑team advisory firm that serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management (discretionary and non‑discretionary), financial planning (ongoing and project‑based), retirement plan and participant advisory services, and sponsors a wrap fee program, supported by a network of roughly 286 advisors serving over 13,000 clients.
Concurrent’s investment process is centered on customized, primarily long‑term portfolios that typically use ETFs and mutual funds and may include individual securities, bonds, alternative investments, and independent sub‑advisers. The firm conducts internal due diligence, constructs strategic asset allocations, and offers operational tools for held‑away accounts (including an order‑management integration) as well as cash management and mortgage‑platform options made available through third‑party providers, with client consent and disclosure of related operational and cybersecurity considerations.
What distinguishes Concurrent from many peers are its affiliated sub‑advisory arrangements and platform integrations: the firm may utilize Concurrent Asset Management, LLC (CAM) as a sub‑advisor and discloses that CAM’s use can involve fee sharing and potential equity interests for IARs, creating a material affiliation to consider. Concurrent also makes available third‑party solutions (for cash management and mortgage access) and maintains institutional relationships with multiple custodial platforms, and it explicitly oversees delegated retirement plan model managers and participant‑level implementation.
Based on Concurrent Investment Advisors, LLC
Location
151 E Main
Lebanon VA 24266
Advisors at this office
5
Advisors at this office
Jack C
Series 65
Lebanon, VA
Concurrent Investment Advisors, LLC
Jack Cooper 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 Lindamood Financial Group. Prior to his career in finance, Jack worked part-time while completing his studies. Concurrent Investment Advisors, LLC is an SEC-registered 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 a range of investment vehicles and offers comprehensive wealth management, financial planning, and retirement plan services.
David C
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
David Coleman Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include seven years at Edward Jones and involvement with Lindamood Financial Group and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other investments, supported by affiliated sub-advisory arrangements and multiple custodial platforms.
Jordan T
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
Jordan Tickle is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial. Outside of his financial career, he owns and operates Jordan Tickle Photography, providing photography services for events and portraits. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm’s investment approach focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.
Roger M
Series 66
151 E Main St., VA
Concurrent Investment Advisors, LLC
Roger Mullins is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has held positions at firms including Purshe Kaplan Sterling Investments, Lindamood Financial Group, and Raymond James Financial Services. Outside of his advisory role, Mullins is an independent insurance agent and serves as president of JP Developments, LLC, a property management business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, long-term portfolios typically utilizing ETFs, mutual funds, and other investment vehicles.
Matthew L
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
Matthew Lindamood is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Raymond James Financial. Outside of advising, he is involved in property ownership through Lindamood Property Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services through a network of advisors.
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