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Austin Alan Head

Concurrent Investment Advisors, LLC

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About Austin Alan Head

Austin Head is a financial advisor with Concurrent Investment Advisors, LLC and has been in the financial services industry since September 15, 2019. Austin is registered to provide investment advisory services in Alaska. Austin also holds licenses in a number of states to provide brokerage services. Austin has experience working with individual clients, businesses, and retirement plans. Austin is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Austin Head is currently registered with Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, and other entities. Concurrent Investment Advisors offers a variety of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm also participates in wrap fee programs.
Concurrent Investment Advisors, LLC

100 S. ASHLEY DRIVE

TAMPA, FL 33602

$6.26B

Assets Under Management

Not reported

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Head’s Registration & Firm History

AK

04/24/2023 - Present

Concurrent Investment Advisors, LLC (Fairbanks AK)

AK

10/02/2020 - 05/01/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Fairbanks AK)

AK

09/16/2019 - 10/02/2020

WEDBUSH SECURITIES INC. (FAIRBANKS AK)

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Licenses & Designations

BOTH

Issued 03/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Austin Alan Head.
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