Unclaimed Profile

Kevin Mcfarland

CONCURRENT INVESTMENT ADVISORS, LLC·TAMPA, Florida

SIE, Series 7, Series 63Clean record23 years registeredCONCURRENT INVESTMENT ADVISORS, LLC

100 S. ASHLEY DRIVE, TAMPA, FL 33602CRD# 4508111Firm CRD# 323135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Mcfarland · TAMPA, FL

Registration

CRD #4508111 · CONCURRENT INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

May 2023 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2016 – Jun 2023

SAN DIEGO, CA

WELLS FARGO ADVISORS, LLC

Jan 2008 – Jun 2016

SAN DIEGO, CA

A. G. EDWARDS & SONS, INC.

Nov 2002 – Jan 2008

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · November 14, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCURRENT INVESTMENT ADVISORS, LLC

CRD 323135 · SEC 801-126555

AUM

$6.3B

Regulatory assets under management

Employees

141

18,097 client accounts

Services offered by CONCURRENT INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCURRENT INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Mcfarland offer?

Kevin Mcfarland specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Kevin Mcfarland's credentials?

Kevin Mcfarland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Mcfarland located?

Kevin Mcfarland is based in TAMPA, Florida, working with CONCURRENT INVESTMENT ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Kevin Mcfarland charge for services?

Kevin Mcfarland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCURRENT INVESTMENT ADVISORS, LLC?

CONCURRENT INVESTMENT ADVISORS, LLC has approximately 141 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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