Gregory Allen Taylor
Investment adviser representative at Concurrent Investment Advisors, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsFeb 2026 to now
- Concurrent Investment Advisors, LLCFeb 2025 to now
- Wells Fargo Advisors Financial Network, LLCJul 2014 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 4577228
- Firm CRD
- 323135