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Austin H

Series 66

Fairbanks, AK

Concurrent Investment Advisors, LLC

Austin Head is a financial advisor with Concurrent Investment Advisors, LLC in Fairbanks, AK. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Concurrent, he held positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wedbush Securities. He is also involved in providing insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a customized, primarily long-term investment approach that incorporates ETFs, mutual funds, individual securities, and alternative investments.

Wealth management Founder/Business Owner
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Roark H

CFP®, Series 63, Series 65

Fairbanks, AK

Concurrent Investment Advisors, LLC

Roark Head is a CFP® with 43 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investment, Raymond James, Wedbush Securities, and Wells Fargo Investments. He is also the owner of a support company affiliated with his advisory practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, alternative investments, and sub-advisers.

Wealth management Founder/Business Owner
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