Christopher Nicholas Van horn
Investment adviser representative at Concurrent Investment Advisors, LLC
10 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
10 years in the industry.
- Concurrent Investment Advisors, LLCMay 2024 to now
- Raymond James & Associates, Inc.Jun 2019 to May 2024
- The O.N. Equity Sales CompanyJan 2018 to Jun 2019
- Touchstone SecuritiesOct 2017 to Jan 2018
- Western & SouthernOct 2017 to Jan 2018
- Ifs Financial ServicesSep 2017 to Jan 2018
- Artisan Square Financial GroupAug 2016 to Sep 2017
- Cetera Financial SpecialistsApr 2016 to Sep 2017
- Cetera Investment AdvisersApr 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5129488
- Firm CRD
- 323135