AB
Amir A. Barar
CONCURRENT INVESTMENT ADVISORS
Walnut Creek, CA 94596
Some features on this profile are disabled
CRD#: 3105445
AB
Professional summary
Amir A Barar, AIF®, who also goes by Amir Ata Barar, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Walnut Creek, California and PURSHE KAPLAN STERLING INVESTMENTS located in Walnut Creek, California.
Amir is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Amir has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 31 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amir Ata Barar
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Rental Property. Investment Related. 20 Shreve Ln, Lafayette, CA, 94549, United States. Real Estate Brokerage/ Agent or Development. Agent. 08/01/2017. 0-1 Hours per month devoted to this business all during trading hours. Real estate agent. (2) GBS Insurance and Financial. Investment Related. 1444 N. Main Street, Walnut Creek, CA, 94596, United States. Non-variable Insurance. Agent. 07/29/2022. 2-10 Hours per month devoted to this business with 0-1 during trading hours.They are an outside GA and will only utilises them to offer additional fixed insurance solution such as IUL and immediate annuity sales (3) ICS Wealth management. Not investment related. 1444 N. Main Street, Walnut Creek, CA, 94596, United States. Support Company. Officer - CEO. 01/01/2013. 0-1 Hours per month devoted to this business all during trading hours. use this S corp as it owns 50% of Laurus Financial Group (4) Concurrent Investment Advisors DBA Laurus Financial Group LLC. Investment Related. 1444 N Main Street Suite D, Walnut Creek, CA, 94596, United States. RIA/Support Compnay. IAR. 10/01/2019. 81+ Hours per month devoted to this business all during trading hours. Financial advisor, Managing partner of the DBA. (5) Fixed Insurance. Investment Related. 1444 N Main Street Suite D, Walnut Creek, CA, 94596, United States. Fixed/traditional insurance. Agent. 4/13/2023. 2 hr/month all during trading hrs. Sales of fixed/traditional products.
CRS (Client Relationship Summary) - RIA
Click below to view Amir A Barar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 23, 2023 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 1444 N. Main Street Suite D, Walnut Creek, CA 94596RIA
CRD#: 323135
Walnut Creek, CA
Current
May 22, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1501 N. Broadway Suite 230, Walnut Creek, CA 94596BD
CRD#: 35747
Walnut Creek, CA
Past
September 27, 2019 - May 26, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Walnut Creek, CA
Past
September 27, 2019 - May 26, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
WALNUT CREEK, CA
Past
May 1, 2017 - September 27, 2019
MARINER ADVISOR NETWORK
RIA
CRD#: 283824
Walnut Creek, CA
Past
May 26, 2009 - August 21, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
WALNUT CREEK, CA
Past
May 22, 2009 - October 14, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
WALNUT CREEK, CA
Past
July 3, 2002 - May 27, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN MATEO, CA
Past
July 3, 2002 - May 27, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAN MATEO, CA
Past
February 1, 2001 - July 9, 2002
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
SAN MATEO, CA
Past
April 4, 2000 - July 9, 2002
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
October 21, 1998 - November 10, 1999
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
SAN MATEO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/22/2023)
RR
California(5/22/2023)
IAR
California(5/23/2023)
RR
Florida(5/22/2023)
RR
Hawaii(5/22/2023)
RR
Idaho(5/22/2023)
RR
Louisiana(5/22/2023)
RR
Nevada(5/22/2023)
RR
New Jersey(5/22/2023)
RR
New Mexico(5/22/2023)
RR
New York(5/22/2023)
RR
North Carolina(5/22/2023)
RR
Ohio(5/22/2023)
RR
Oregon(5/22/2023)
RR
Texas(5/22/2023)
IAR
Texas(6/19/2023)
RR
Utah(5/22/2023)
RR
Virginia(5/22/2023)
RR
Washington(5/22/2023)
RR
Wyoming(5/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
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Contact information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602
Mailing Address
Phone number
(813) 709-8800
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,278 |
| AUM (Assets Under Management) | $ 9,901,639,186 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONCURRENT INVESTMENT ADVISORS, LLC
CRD#: 323135Walnut Creek, CA 94596TRUST BUT VERIFY
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