Kenneth Lake Pipkin
Investment adviser representative at Concurrent Investment Advisors, LLC
16 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
16 years in the industry.
- Concurrent Investment Advisors, LLCMay 2024 to now
- Canopy Asset Mgt.Jun 2010 to now
- Imprint Wealth LLCJul 2022 to May 2024
- Eudaimonia Partners, LLCNov 2018 to Jul 2022
- Independent Financial PartnersJun 2010 to Nov 2018
- LPL Financial, LLCJun 2010 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 3159527
- Firm CRD
- 323135