Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roark? Claim Your ProfileRoark Alan Head is a financial advisor with Concurrent Investment Advisors, LLC. Roark has been in the industry since 1983 and has experience with a variety of firms including Wedbush Securities Inc. and Raymond James Financial Services, Inc. Roark is a Certified Financial Planner and holds Series 3, 7, 8, 9, 10, 63, and 65 licenses. Roark specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AK
06/19/2023 - Present
Concurrent Investment Advisors, LLC (Fairbanks AK)
AK
04/25/2023 - 11/10/2023
PURSHE KAPLAN STERLING INVESTMENTS (Fairbanks AK)
CA
10/02/2020 - 05/01/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
AK
01/09/2004 - 10/02/2020
WEDBUSH SECURITIES INC. (FAIRBANKS AK)
CA
11/11/1985 - 01/15/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NA
09/13/1983 - 11/29/1985
SHEARSON LEHMAN BROTHERS INC.
NA
03/23/1983 - 09/12/1983
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1983
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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