Austin
Head
Concurrent Investment Advisors, LLC
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About this Advisor
Austin Head is a financial advisor based in Fairbanks, Alaska, working with Concurrent Investment Advisors, LLC. Austin has previously held positions at Wedbush Securities Inc, Univ Of Alaska Facilites Services, University Of Alaska, Univ Of Alaska, Residence Life, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Concurrent Advisors Dba Head Retirement & Wealth Strategies, and Purshe Kaplan Sterling Investments. Austin has passed the Series 66 regulatory exam and is registered to provide services in Alaska. Currently, Austin is part of Concurrent Investment Advisors, LLC, which operates out of Fairbanks, Alaska. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$6,256,967,921
123
18,097
$345,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Austin Head Work History
Purshe Kaplan Sterling Investments
Concurrent Advisors Dba Head Retirement & Wealth Strategies
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Wedbush Securities Inc
Univ Of Alaska Facilites Services
University Of Alaska
Univ Of Alaska, Residence Life
University Of Alaska
University Of Alaska
University Of Alaska
Disclosures
Please visit the SEC profile of Austin Head to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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