Matthew Lindamood is a registered investment advisor, based in Lebanon, VA, with 13 years of industry experience.
Location
151 E Main, Lebanon, VA, 24266
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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
Matthew is the owner and financial advisor at Concurrent Investment Advisors, dedicating full-time hours to providing advice to clients. He also sells fixed insurance products for a few hours per week and owns several rental properties and an LLC associated with a restaurant, each requiring minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Edward Jones
Edward JonesBroker
State Registrations7 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.