Network·Venture Capital
📍 TAMPA, FL
SEC CRD #801-130625
We empower advisors to elevate their clients' financial futures. We provide bespoke client solutions, curated resources, and robust technology. Concurrent is a national, advisor-first RIA platform built to empower independent financial professionals with the freedom to grow on their own terms. 5300 Memorial Drive Ste 1175 Houston, TX 77007 Mon-Fri: 8:00 AM - 5:00 PM Tampa Location 100 S. Ashely Drive Suite 830 Tampa, FL 33602 Mon
COURTNEY HADDAD
CHIEF COMPLIANCE OFFICER
📞 (813) 575-2652
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AUM
$2.5B
Location
TAMPA, FL
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