Joseph Calhoun
Investment adviser representative at Concurrent Investment Advisors, LLC
15 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
15 years in the industry.
- Nine Bridge Financial PartnersApr 2026 to now
- Concurrent Investment Advisors, LLCMar 2026 to now
- Wells Fargo Advisors Financial Network LLCFeb 2022 to Mar 2026
- LidlJun 2021 to Jul 2021
- Starmount HealthcareDec 2020 to May 2021
- Zenith InsuranceJan 2020 to May 2020
- Uncc Media DepartmentMay 2019 to Oct 2020
- UnccAug 2018 to Dec 2021
- Brevard CollegeAug 2017 to May 2018
- Back Creek Christian AcademyJun 2015 to Jun 2019
- Bcca/hickory Ridge Hs/hickory Grove Christian SchoolAug 2011 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7518524
- Firm CRD
- 323135