Randall Wayne Fowler
Investment adviser representative at Concurrent Investment Advisors, LLC
23 yearsExperience
2 statesRegistered 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
23 years in the industry.
- Concurrent Investment Advisors, LLCMar 2026 to now
- Wealth Partners AllianceMar 2026 to now
- Non-variable InsuranceNov 2018 to now
- Titleist Asset Management LLCApr 2023 to Jul 2026
- Titleist Capital LLCOct 2021 to Jul 2026
- Rademacher Financial, Inc.Nov 2018 to Oct 2021
- Raymond James Financial Services AdvisorsNov 2018 to Sep 2021
- Raymond James Financial Services, IncNov 2018 to Sep 2021
- On Investment Management CompanyDec 2003 to Nov 2018
- The O.N. Equity Sales CompanyDec 2003 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 2236061
- Firm CRD
- 323135