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Concurrent Advisors Overview

Financial ServicesCompany

Where is Concurrent Advisors headquartered?

Concurrent Advisors is headquartered in San Diego, California.

What sector is Concurrent Advisors in?

Concurrent Advisors is a financial services company.

When was Concurrent Advisors founded?

Concurrent Advisors was founded in 2017.

Concurrent Advisors

12651 High Bluff Drive, Suite 250,
San Diego, California 92130
United States,
(858) 634-9665
www.concurrentadvisors.com

Concurrent Advisors is an advisor-owned partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc., member FINRA/SIPC, who work together to realize a common vision of creating a superior client experience while growing their own practices. Concurrent Advisors was formed in 2017 and is based in San Diego, California.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Company Summary

SECTOR

Financial Services

Established

2017


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