Mandy Marie Haskell
Investment adviser representative at Concurrent Investment Advisors, LLC
12 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
12 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Wealth Partners AllianceJan 2022 to now
- Concurrent AdvisorsJan 2022 to Apr 2023
- Raymond JamesJan 2022 to Apr 2023
- Raymond James Financial Services Advisors, Inc.Jan 2022 to Apr 2023
- Wells FargoMay 2018 to Jan 2022
- Corridor Investors, LLCNov 2014 to May 2018
- Integrity Viking FundsNov 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (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
- 5079463
- Firm CRD
- 323135