LR
Leah Rebecca Bennett
CRD 2213299
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Concurrent Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Westwood Advisors, L.L.C
President, Westwood Wealth Management · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗