Concurrent Expands Advisor Network with Benchmark Financial Advisors, Foreman Financial, and Four Additional Advisors
New partnerships bring more than $1 billion in assets under management, reflecting continued momentum across Concurrent’s independent platform Concurrent Investment Advisors, LLC (“Concurrent”), a leading independent registered investment adviser (RIA) platform, announced the addition of Benchmark Financial Advisors, LLC (“Benchmark”), Foreman Financial (“Foreman”), and four additional advisors to its network.......