Bobby Neil Foster
Investment adviser representative at Concurrent Investment Advisors, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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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
20 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- Concurrent Investment Advisors LLC dba Legacy Private Wealth PtrJun 2022 to now
- Raymond James Financial Services AdvisorsMay 2020 to May 2023
- Raymond James Financial Services, IncMay 2020 to May 2023
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
- Wells Fargo Clearing Services, LLCFeb 2006 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 2794673
- Firm CRD
- 323135