Alexandra Evans
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, LLCDec 2025 to now
- Wealth Partners AllianceOct 2025 to now
- AbbottNov 2022 to Oct 2025
- CramcrewNov 2021 to Nov 2022
- Crossover HealthOct 2021 to Oct 2022
- KrogerApr 2016 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8200849
- Firm CRD
- 323135