Capitol Securities Management
47yrs
Top advisor by experience in Tampa
1yr
Bailey Edmonds
Financial advisor at Concurrent Investment Advisors
Bailey Edmonds is a fiduciary financial advisor in Tampa, Florida, with 1 year in the industry. Bailey joined Concurrent Investment Advisors in 2026, after less than a year at Raymond James Financial Services Advisors. Concurrent Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office100 S. Ashley Drive Suite 830, Tampa, FL 33602
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.18 million
Advisors at the firm285
States licensed ?1 state
Services through Concurrent Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowConcurrent Investment Advisors, LLCCurrent firm
- Sep 2025 – Feb 2026
Questions to ask Bailey
Tailored to Bailey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bailey
How do I contact Bailey?
Call Bailey’s local office at (813) 575-2652 or the Concurrent Investment Advisors main office at (813) 709-8800, and ask for Bailey Edmonds.
How long has Bailey been a financial advisor?
Bailey has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Bailey hold?
Series 66. Tap any license on this page to see what it allows.
Is Bailey a fiduciary?
Bailey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bailey paid?
Concurrent Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bailey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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