Brent D Griffin
Investment adviser representative at Concurrent Investment Advisors, LLC
32 yearsExperience
1 stateRegistered 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
32 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Rivertree Wealth ManagementFeb 2026 to now
- The Soap Boxx CompanyDec 2020 to now
- Spire Securities, LLCFeb 2026 to Sep 2026
- Edward JonesJan 2022 to Dec 2025
- UnemployedFeb 2020 to Dec 2020
- Merrill LynchSep 2018 to Feb 2020
- PNC Investments LLCJul 2017 to May 2018
- JP Morgan Securities LLCJul 2013 to May 2017
- Oh Yes Hair DesignsFeb 1994 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 3241851
- Firm CRD
- 323135