John David Garcia
Investment adviser representative at Concurrent Investment Advisors, LLC
19 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
19 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Pks InvestmentsApr 2023 to now
- Concurrent Investment Advisors LLC dba Wealth Alliance PartnersFeb 2022 to now
- Raymond James Financial Services Advisors, Inc.Feb 2022 to Apr 2023
- Raymond James Financial Services, Inc.Feb 2022 to Apr 2023
- Edward JonesJan 2007 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
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
- 5139099
- Firm CRD
- 323135