Austin Head (CRD# 7073170) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Fairbanks, AK and has over 4 years of experience in the finance industry.
CRD# 5435293
Eagle Strategies LLC
CRD# 6624243
Raymond James Financial Services Advisors, Inc.
CRD# 2936626
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2023 - Current | 1 |
| Concurrent Advisors Dba Head Retirement & Wealth Strategies | Fairbanks, AK | Oct 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Fairbanks, AK | Oct 2020 - Apr 2023 | 2 |
| Raymond James Financial Services, Inc. | Fairbanks, AK | Oct 2020 - Apr 2023 | 2 |
| Wedbush Securities Inc. | Fairbanks, AK | Feb 2019 - Oct 2020 | 1 |
| University Of Alaska | Fairbanks, AK | Sep 2013 - Feb 2019 | 5 |
| Univ Of Alaska Facilites Services | Fairbanks, AK | May 2017 - Dec 2018 | 1 |
| University Of Alaska | Fairbanks, AK | Aug 2016 - May 2017 | < 1 |
| Unemployed | Fairbanks, AK | May 2016 - Aug 2016 | < 1 |
| University Of Alaska | Fairbanks, AK | Aug 2015 - May 2016 | < 1 |
| Univ Of Alaska, Residence Life | Fairbanks, AK | May 2015 - Aug 2015 | < 1 |
| University Of Alaska | Fairbanks, AK | Aug 2014 - May 2015 | < 1 |
| Unemployed | Fairbanks, AK | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- AK
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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