Roark “Alan” Head, who managed $300 million at Wedbush Securities in Fairbanks, Alaska, has gone independent as Head Retirement & Wealth Strategies and affiliated with Raymond James.
Head also joined Concurrent, a San Diego, California-based partnership of independent practices affiliated with Raymond James Financial Services that provides a variety of practice management and other services.
See the latest Advisers on the Move here.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
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