Lanta Larrett Evans
Investment adviser representative at Concurrent Investment Advisors, LLC
21 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
21 years in the industry.
- Concurrent Investment Advisors, LLCJul 2026 to now
- Purshe Kaplan Sterling InvestmentsJul 2026 to now
- Wike Financial, LLCOct 2012 to Aug 2026
- Raymond James Financial Services Advisors, IncJan 2009 to Jul 2026
- Lem Financial Services, LLCJul 2008 to Aug 2026
- Heuristic EnterprisesJan 2008 to Feb 2019
- Raymond James Financial Services, Inc.Feb 2005 to Jul 2026
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 4405743
- Firm CRD
- 323135