Roger David Mullins
Investment adviser representative at Concurrent Investment Advisors, LLC
16 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 yearsFirm in business
Are you Roger David Mullins? Claim your profile
Contact this firm
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
16 years in the industry.
- Concurrent Investment Advisors, LLCJan 2024 to now
- Lindamood Financial GroupFeb 2023 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to Dec 2023
- Raymond James Financial ServicesDec 2020 to Apr 2023
- Lindamood Property Group, LLCOct 2020 to Dec 2023
- At&tMar 2020 to Oct 2020
- Pal's Sudden ServiceJun 2017 to Dec 2019
- N/aJan 2014 to Jun 2017
- EducationAug 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7318830
- Firm CRD
- 323135