Vanessa Lee Quintal
Investment adviser representative at Concurrent Investment Advisors, LLC
19 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
19 years in the industry.
- Concurrent Investment Advisors d/b/a Lakewood Private WealthSep 2025 to now
- Concurrent Investment Advisors, LLCMay 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- EnnistymonMay 2022 to now
- Imagine Charter SchoolsMar 2021 to now
- Doctor Q, Inc. dba Dr. Quintal & AssociatesJun 2009 to now
- Quintal Landholdings LLC.Mar 2007 to now
- Concurrent Investment Advisors dba Family Wealth SolutionsJun 2022 to Sep 2025
- Concurrent AdvisorsMay 2022 to May 2023
- Raymond James Financial Services Advisors, Inc.May 2022 to May 2023
- Raymond James Financial Services, Inc.May 2022 to May 2023
- N/aOct 2020 to May 2022
- Wells Fargo Clearing Services LLCMar 2018 to Oct 2020
- UnemployedApr 2017 to Mar 2018
- Pruco Securities LLCFeb 2014 to Apr 2017
- Wealth Protection StrategiesFeb 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5418441
- Firm CRD
- 323135