Brandy Lancaster is a registered investment advisor, based in Tampa, FL, with 19 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandy is an Investment Advisor Representative (IAR) with Concurrent Investment Advisors LLC since August 2024, and spends about 10-20% of her time in this role. She also owns rental real estate property and is a committee member for Spring Mountain Sangha, a charitable organization, dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.