Joshua William Patterson
Investment adviser representative at Concurrent Investment Advisors, LLC
24 yearsExperience
1 stateRegistered 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
24 years in the industry.
- Concurrent Investment Advisors, LLCJun 2026 to now
- Wealth Partners AllianceMay 2026 to now
- Avidian Wealth Solutions F/k/a Sta Wealth Management, LLCJan 2018 to Jun 2026
- Ims Securities, Inc.Jun 2002 to Dec 2017
- Ims Financial Advisors, Inc.Feb 2002 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- 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
- 3077302
- Firm CRD
- 323135