Joseph Lane Knox
Investment adviser representative at Concurrent Investment Advisors, LLC
19 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Concurrent Investment Advisors, LLCMar 2023 to now
- Purshe Kaplan Sterling InvestmentsMar 2023 to now
- Joe L. Knox, LLCSep 2012 to now
- Eagle Capital AdvisorsApr 2007 to now
- Real EstateAug 2012 to Nov 2022
- Raymond James Financial Services Advisors, IncJan 2009 to Mar 2023
- Raymond James Financial ServicesMar 2007 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1787697
- Firm CRD
- 323135