James Daniel Tidwell
Investment adviser representative at Concurrent Investment Advisors, LLC
18 yearsExperience
2 statesRegistered in
$15.7BFirm assets
4 yearsFirm in business
Are you James Daniel Tidwell? Claim your profile
Contact this firm
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.
- Concurrent Investment Advisors, LLCAug 2023 to now
- Concurrent Investment Advisors LLC dba Tidwell-premock_basiloneAug 2023 to now
- Purshe Kaplan Sterling InvestmentsAug 2023 to now
- Tidwell-premock-basilone Private Wealth ManagementNov 2017 to now
- Wells Fargo Advisors Financial Network, LLCNov 2017 to Aug 2023
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2017
- Morgan StanleyJun 2009 to Nov 2017
- Morgan Stanley & Co. IncorporatedMay 2008 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 3115584
- Firm CRD
- 323135