Bailey Edmonds
Investment adviser representative at Concurrent Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Concurrent Investment Advisors, LLCFeb 2026 to now
- Fehrman Investment GroupSep 2024 to now
- Raymond James Financial Services Advisors, Inc.Sep 2025 to Feb 2026
- Raymond James Financial Services Inc.Sep 2024 to Feb 2026
- Queensborough National Bank & TrustDec 2022 to Sep 2024
- Rivers and GlenAug 2019 to Aug 2021
- Augusta UniversityMay 2019 to Dec 2023
- Five GuysFeb 2018 to May 2018
- Georgia Army National GuardFeb 2017 to Feb 2023
- Putt Putt Fun CenterFeb 2017 to May 2017
- Chick-fil-aNov 2016 to Feb 2017
- Westminster Schools of AugustaAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7985240
- Firm CRD
- 323135