Georgia Lauren Lord
Investment adviser representative at Concurrent Investment Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Corbett Road Wealth ManagementDec 2023 to now
- Spire SecuritiesMar 2024 to Sep 2026
- Spire Wealth ManagementMar 2024 to Sep 2026
- Oppenheimer & CoJan 2021 to Nov 2023
- WealthsimpleJan 2020 to Jan 2021
- Morningstar Credit RatingsJan 2019 to Jan 2020
- Snelleman Tom Financial ServicesJan 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7401931
- Firm CRD
- 323135