Brian James Campagna
Investment adviser representative at Concurrent Investment Advisors, LLC
15 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
15 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Brian Campagna - Insurance dbaOct 2019 to now
- Concurrent Advisors - dbaOct 2019 to now
- Rental PropertySep 2019 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to Apr 2026
- Raymond James Financial Services Advisor, IncOct 2019 to Apr 2023
- Raymond James Financial Services, IncOct 2019 to Apr 2023
- Hornor Townsend and KentApr 2011 to Oct 2019
- Pacific Capital Resource GroupJan 2011 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 5880896
- Firm CRD
- 323135