Courtney Jenkins Hincks
Investment adviser representative at Concurrent Investment Advisors, LLC
11 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
11 years in the industry.
- Concurrent Investment Advisors, LLCJun 2026 to now
- Commonwealth Financial NetworkJul 2022 to Jun 2026
- PartnersadminMay 2022 to Jul 2022
- J.P. Morgan Securities LLCOct 2019 to Feb 2022
- Eight29Jun 2018 to Oct 2019
- Chesapeake BayhawksMay 2017 to Jul 2017
- The Ohio State UniversityAug 2015 to May 2019
- Northwestern Mutual Investment Services, LLCMay 2015 to Oct 2017
- Northwestern Mutual Life Insurance CompanyApr 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6491151
- Firm CRD
- 323135