Advisor at Concert Investment Advisory 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
Concert Investment Advisory LLC
Location
San Juan, PR
Credentials
Series 63, Series 66
Industry experience
26 years
Negotiable up to a maximum of 1.95% annually
Account minimum: $80,000.00
Concert Investment Advisory, Inc
2019 - Present (7 years)
Institute for Wealth Consultants, Inc.
2018 - 2019 (1 year)
The Benchmark Company, LLC
2017 - 2020 (3 years)
Sowell Financial Services, LLC
2016 - 2016 (1 year)
CONCERT Wealth Management, Inc.
2016 - 2017 (1 year)
Private Advisory Group
2014 - 2016 (2 years)
Rp Capital Llc
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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