Who's Moving Where In Wealth Management? – Concurrent, Raymond James

Editorial Staff

18 July 2022

Concurrent Advisors, Raymond James
The founders of Old Town Advisors, based in New Mexico, have joined .

Presidents David Baland and Liatriz Levy, and client relationship manager Amanda Burrows previously managed about $300 million in client assets.

Concurrent has supported the breakaway team at Old Town Advisors after a quarter in which newly-independent advisors managing a total of nearly $1 billion of AuM have affiliated with Concurrent, it said in a statement.

Based in Tampa, Concurrent was founded in 2016 and serves 145 advisors in 66 offices with $12.7 billion in assets under management. Its network of financial advisors are registered representatives of Raymond James Financial Services.