Roark Head, financial advisor Fairbanks AK

Roark Head

CRD Number: 1110638
Current Firm: Concurrent Investment Advisors, LLC

Roark Head (CRD# 1110638) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Fairbanks, AK and has over 40 years of experience in the finance industry. Roark Head has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Concurrent Investment Adv Llc Dba Head Retirement & Wealth Strat Fairbanks, AK Oct 2020 - Current 3
Purshe Kaplan Sterling Investment Albany, NY Apr 2023 - Nov 2023 < 1
Raymond James Fairbanks, AK Oct 2020 - Apr 2023 2
Wedbush Securities Fairbanks, AK Jan 2004 - Oct 2020 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Roark A. Head
Phone Number: (813) 575-2652
Registered State(s):
  • AK
  • TX
By the Numbers
  • Total Assets Under Management
    6,046
    MILLIONS
  • Total Number of Accounts
    17,385
    ACCOUNTS
  • Average Account Value
    $347,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MN, NC, NJ, NM, NY, OK, OR, SC, TN, TX, VA, WA, WI

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