Brooke Marie Humphrey
Investment adviser representative at Concurrent Investment Advisors, LLC
14 yearsExperience
2 statesRegistered in
$15.7BFirm assets
4 yearsFirm in business
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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
14 years in the industry.
- Concurrent Investment Advisors, LLCJun 2023 to now
- Tailormade Wealth CounselJun 2023 to now
- DoordashJul 2022 to Jun 2023
- CrunchiFeb 2019 to Jun 2023
- Pure Haven EssentialsMay 2017 to Jun 2023
- Raymond James Financial Services Advisors Inc.Mar 2017 to Jun 2023
- Raymond James Financial Services,incFeb 2017 to Jun 2023
- Morgan Stanley Smith BarneyMay 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
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
- 3231547
- Firm CRD
- 323135