William L Reap
Investment adviser representative at Concurrent Investment Advisors, LLC
18 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
18 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Pks InvestmentsApr 2023 to now
- Grh LLCMay 2017 to now
- Next Retirement SolutionsMay 2017 to now
- Raymond JamesMay 2017 to Apr 2023
- Raymond James Financial Services Advisors Inc.May 2017 to Apr 2023
- Wells FargoMay 2009 to May 2017
- Wachovia Securities, LLCOct 2008 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5347061
- Firm CRD
- 323135