Brian
Gray
Concurrent Investment Advisors, LLC
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About this Advisor
Brian Gray is a financial advisor based in Chicago, Illinois, working with Concurrent Investment Advisors, LLC. Brian has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James, Raymond James Financial Services Advisors Inc, Financial Strategies Group, Llp, Next Retirement Solutions, Grh, LLC, Wells Fargo Advisors, Concurrent Investment Advisors LLC Dba Grh Wealth Management, and Purshe Kaplan Sterling Investments. Brian has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Brian is part of Concurrent Investment Advisors, LLC, which operates out of Chicago, Illinois. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
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Concurrent Investment Advisors, LLC Brokerage Details
$6,256,967,921
123
18,097
$345,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Gray Work History
Concurrent Investment Advisors LLC Dba Grh Wealth Management
Purshe Kaplan Sterling Investments
Financial Strategies Group, Llp
Next Retirement Solutions
Raymond James
Raymond James Financial Services Advisors Inc
Next Retirement Solutions
Grh, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Advisors
Disclosures
Please visit the SEC profile of Brian Gray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concurrent Investment Advisors, LLC
Tampa, FL
West Berlin, NJ
Tampa, FL
Bradenton, FL
Tampa, FL
Tampa, FL
Tampa, FL
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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