Bethany Paige Tice
Investment adviser representative at Concurrent Investment Advisors, LLC
10 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
10 years in the industry.
- Concurrent Investment Advisors, LLCOct 2026 to now
- Purshe Kaplan Sterling InvestmentsOct 2026 to now
- Spire Wealth AdvisorsMay 2026 to Oct 2026
- Rockefeller Financial LLCJan 2024 to Apr 2026
- UnemployedSep 2023 to Jan 2024
- Mercer Global Advisors Inc.Jan 2021 to Sep 2023
- Mercer Global Advisors Inc.Oct 2018 to Dec 2020
- Manning and Napier AdvisorsAug 2016 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7031434
- Firm CRD
- 323135