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Merrill Veteran Producers Go Indie with LPL and Raymond James Affiliate

08.02.2022 // In the News
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Merrill duo managing $300 million goes indie with Raymond James

08.02.2022 // In the News
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As Tax Season Ends, Take Time to Tidy Your Finances. Here Are 4 Considerations

05.17.2022 // In the News
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Merrill Lynch, LPL, Raymond James, plus BNY’s new ETFs, Vanguard cutting expense ratios and FPA’s student summit

12.17.2021 // In the News
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Morgan Stanley Veteran Joins Merchant-Backed Raymond James OSJ

12.16.2021 // In the News
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How to Get the Most Bang From Your Stimulus Bucks

03.24.2021 // In the News
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Eddy Augsten Assesses Current Market Valuations

02.18.2021 // In the News
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Concurrent Continues Explosive Growth with Eight New Advisor Teams

09.16.2020 // In the News
Concurrent, a partnership of elite independent advisors registere...
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How pro-athletes are managing money with COVID-19 jeopardizing the season

08.13.2020 // In the News

Many questions are being raised on whether or not athletes will be able to participate in a 2020 season due to COVID-19.

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“WHY” Takes Work

07.01.2020 // Blog
Empathy, Sincerity, Passion, Discipline, Drive. When asked to describe my first true mentor in the wake of his untimely passing, these were the words that immediately came to mind.
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© 2023 Concurrent’s network of financial advisors are registered representatives of and offer securities through Raymond James Financial Services, Inc., member FINRA/SIPC and investment adviser representatives and provide investment advice on behalf of Raymond James Financial Services Advisors, Inc. Concurrent is not a registered broker/dealer or investment adviser and is independent of Raymond James. Raymond James is not responsible for the content of this website; this is not an offer of brokerage or investment advisory services. Raymond James Financial Services, Inc. and the respective business conducted under Concurrent Advisors is not affiliated with Concurrent Investment Advisors, LLC, an independent Registered Investment Advisor commencing operations in November 2022.