We believe in keeping our clients abreast of the latest news – of the markets, our team and Raymond James – and provide the perspective to help them maintain steady growth and reach greater heights. Here, you’ll find press releases from Concurrent Advisors and industry accolades and recognition the team has received.
Merrill veteran Produces Go Indie with LPL and Raymond James Affiliate
Merrill duo managing $300 million goes indie with Raymond James
As Tax Season Ends, Take Time to Tidy Your Finances. Here Are 4 Considerations.
Morgan Stanley Veteran Joins Merchant-Backed Raymond James OSJ
Eddy Augsten Assesses Current Market Valuations
How to Get the Most Bang From Your Stimulus Bucks
Concurrent Continues Explosive Growth
Concurrent Advisors Recruits Nearly $1 Billion in Assets Q1
Concurrent Continues Dynamic First Quarter Growth Trajectory