Advisor at Concurrent Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Concurrent Investment Advisors, LLC
Location
Longview, TX 75601
Credentials
Series 63, Series 65
Industry experience
36 years
William Rice III is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 30 years, followed by Raymond James Financial Services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach.
Based on Concurrent Investment Advisors, LLC
Based on Concurrent Investment Advisors, LLC
Project-based financial planning fixed fees up to $25,000; ongoing financial planning fixed fees up to $200,000 annually; fixed quarterly fees possible for investment management
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually
Advisory Persons may earn commissions as Registered Representatives and insurance agents; separate from advisor fees
Financial planning services billed up to $500 per hour
Fee-only: Financial planning: up to $500/hour; fixed fee up to $25,000; ongoing fixed annual fee up to $200,000 per year
140 E Tyler Street, Suite 240
Longview, TX 75601
Texas
Purshe Kaplan Sterling Investments
2023 - Present (3 years)
Concurrent Investment Advisors LLC dba Eagle Capital Advisors
2023 - Present (3 years)
Raymond James Financial Services Advisors
2019 - 2023 (4 years)
Raymond James Financial Services, INC
2019 - 2023 (4 years)
Morgan Stanley
1989 - 2019 (30 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Overton, TX
Pistol Hill Capital
CFP®, EA, RICP®
Longview, TX
Belonging Wealth Management
I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.
CFP®, Series 65
Longview, TX
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CFP®, Series 66
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Lake Hills Wealth Management, LLC
CFP®
Longview, TX
Belonging Wealth Management
We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.
Series 66
Longview, TX
Rose Wealth, LLC
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