Steven Albritton is a CFP-designated registered investment advisor, based in Lakewood Ranch, FL, with 25 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8470 Enterprise Circle, Lakewood Ranch, FL, 34202
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a Senior Vice President/Financial Advisor at Concurrent Investment Advisors, spending nearly full-time providing investment advice and financial planning. He also dedicates a few hours per week as an agent at an independent insurance agency, providing insurance advice, and minimal time to a holding company and operating LLC.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations8 states
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.
Exams
More Advisors
- Mihail Dobrinov, CFATrimon Capital
- Keith Johnson, CFPBenefit Financial Services Group
- Jeremy Riggs, CFPBase Wealth Management
- Jonathan Howard, CFP
- Brian Pope, CFPPope Wealth Management
- Patrick O'keefe, CFPStrategic Advisers LLC