Keith David Huberman
Investment adviser representative at Concurrent Investment Advisors, LLC
18 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
18 years in the industry.
- Oakwood Capital Securities, Inc.Jun 2026 to now
- Concurrent Investment Advisors, LLCMar 2023 to now
- Concurrent Wealth Advisors d/b/a Tailormade Wealth CounselMay 2022 to now
- Tailormade Ten, LLCApr 2021 to now
- Tailor Made Financial Inc.Aug 2018 to now
- Tailormade Wealth CounselMay 2008 to now
- Pks InvestmentsMar 2023 to Aug 2025
- Raymond James Financial Services Advisors Inc.Aug 2018 to Mar 2023
- Raymond James Financial Services, Inc.Aug 2018 to Mar 2023
- The Leaders Group IncMay 2009 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 3035582
- Firm CRD
- 323135