Roark
Head
Concurrent Investment Advisors, LLC
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About this Advisor
Roark Head is a financial advisor based in Fairbanks, Alaska, working with Concurrent Investment Advisors, LLC. Roark has previously held positions at Raymond James, Concurrent Investment Adv LLC Dba Head Retirement & Wealth Strat, Purshe Kaplan Sterling Investment, and Wedbush Securities. Roark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alaska and Texas. Currently, Roark 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
Roark Head Work History
Concurrent Investment Adv LLC Dba Head Retirement & Wealth Strat
Purshe Kaplan Sterling Investment
Raymond James
Wedbush Securities
Disclosures
Please visit the SEC profile of Roark 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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