Clark Andrew Henry
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, LLCJul 2026 to now
- Winstone Wealth PartnersJan 2026 to now
- Raymond James Financial Services Advisors Inc.Jan 2026 to Jul 2026
- Raymond James Financial Services LLCJan 2026 to Jul 2026
- Strategic Advisers LLCJun 2025 to Jan 2026
- Fidelity Brokerage Services LLCJun 2024 to Jan 2026
- RBC Wealth ManagementMar 2024 to May 2024
- Two Seam TransportationNov 2023 to Jan 2024
- Two Seam TransportationNov 2022 to Dec 2022
- Two Seam TransportationJul 2022 to Aug 2022
- University of Texas At San AntonioMay 2022 to May 2024
- Mbrace TechnologyDec 2020 to Dec 2021
- Temple CollegeAug 2020 to May 2022
- Angelina CollegeAug 2019 to Dec 2020
- Houston Foam PlasticsJun 2017 to Aug 2017
- Memorial High SchoolJul 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7948303
- Firm CRD
- 323135