Laura Nicole Christofferson
Investment Adviser Representative at Concurrent Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Laura Nicole Christofferson is an investment adviser representative with Concurrent Investment Advisors, LLC in Bellevue, WA, where they have been registered since 2025. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Alden Capital Management LLC and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Washington.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Apr 2011 – Jun 2025Bellevue, WA
- Raymond James Financial Services Advisors, Inc.May 2012 – Jun 2025Bellevue, WA
- Alden Capital ManagementApr 2011 – Dec 2016Bellevue, WA
- Alden Capital Management LLCJan 2017 – no end date reportedBellevue, WA
- Alden Capital ManagementJan 2017 – Jun 2025Bellevue, WA
- Concurrent Investment Advisors, LLCJun 2025 – no end date reportedBellevue, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Concurrent Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 - $1,000,0002.00%
- $1,000,001 - $2,000,0001.70%
- $2,000,001 - $3,000,0001.60%
- $3,000,001 - $5,000,0001.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Family Office, Wealth Management, Estate Planning, Retirement/401K Services, and Insurance
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 271
- Offices listed on AdvisorFinder:
- 41
- Main office:
- Tampa, FL
- SEC file number:
- 801-126555
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Concurrent Investment Advisors, LLC
Showing 12 of 271 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Laura Nicole Christofferson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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