Phil A. Younker & Associates
39yrs
Top 3% for experience in Alaska
44yrs
Roark Alan Head
Financial advisor at Concurrent Investment Advisors
At a glance
Experience44 years (since 1983)
How that compares ?Top advisor for experience in Fairbanks
Office100 Cushman Street Suite 501, Fairbanks, AK 99701
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Concurrent Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowConcurrent Investment Advisors, LLCCurrent firm
- 2020 – 2023Raymond James Financial Services Advisors, Inc.Previously
- 2006 – 2020Wedbush Securities Inc.Previously
- 2000 – 2004Wells Fargo Investments, LLCPreviously
Questions to ask Roark
Tailored to Roark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Roark
How do I contact Roark?
Call Concurrent Investment Advisors at 813-709-8800 and ask for Roark Alan Head. Roark works from the Fairbanks, AK office.
How long has Roark been a financial advisor?
Roark has been in the industry since 1983, about 44 years. Top advisor for experience in Fairbanks.
What licenses does Roark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Roark a fiduciary?
Roark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roark paid?
Concurrent Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Roark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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