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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.

  1. Concurrent Investment Advisors, LLCDec 2025 to now
  2. Wealth Partners AllianceOct 2025 to now
  3. AbbottNov 2022 to Oct 2025
  4. CramcrewNov 2021 to Nov 2022
  5. Crossover HealthOct 2021 to Oct 2022
  6. 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
Advisor's SEC record (opens in a new tab)
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