Concurrent
Scott Benson has extensive experience in compliance and investment advisory services, currently serving as Vice President of Compliance at Concurrent Investment Advisors since April 2021. In this role, Scott oversees compliance for an SEC Registered Investment Advisor. Prior to this position, Scott worked as a Branch Manager at Raymond James Financial Services, focusing on independent advisory services. Scott's previous experience includes serving as an Independent Contractor at LPL Financial, a Compliance Manager at Penn Mutual, and a Senior Compliance Examiner and Senior Registration/Compliance Coordinator at National Financial Partners and LPL Financial, respectively. Scott holds a Bachelor of Science degree in Business Finance & Risk Management from California State University-Sacramento, complemented by studies at San Diego State University.
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Concurrent
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.