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Timothy Warren Bailey

Concurrent Investment Advisors, LLC

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About Timothy Warren Bailey

Timothy Bailey is an investment advisor representative with Concurrent Investment Advisors, LLC. Timothy Bailey is registered with the state of Florida and holds Series 7, Series 65, Series 79, and Series 99 securities licenses. Timothy Bailey has over 8 years of experience in the financial services industry. Timothy Bailey has worked at Raymond James & Associates, Inc., Carillon Fund Distributors, Inc. and Fisher Investments in the past. Concurrent Investment Advisors, LLC is a Registered Investment Adviser with approximately $6.25 Billion in assets under management.

Firm Information

Timothy Bailey is currently registered with Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, and other entities. Concurrent Investment Advisors offers a variety of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm also participates in wrap fee programs.
Concurrent Investment Advisors, LLC

100 S. ASHLEY DRIVE

TAMPA, FL 33602

$6.26B

Assets Under Management

Not reported

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Bailey’s Registration & Firm History

FL

05/18/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

FL

05/18/2021 - 12/15/2021

CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

10/21/2015 - 05/20/2021

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 01/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Warren Bailey.
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