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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Mark is an investment advisor representative with St. James Investment Advisors, LLC. Brian has been in the industry since March 1999. Brian has been registered as an investment advisor representative in New York, Texas and Florida. Brian specializes in providing investment advice to individuals, corporations and pension plans. St. James Investment Advisors, LLC is a fee-only firm with offices located in Port Jefferson, NY.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub adviser services
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.
A percentage of the total value of assets under management is charged.
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NY
05/24/2016 - Present
ST. James Investment Advisors, LLC (PORT JEFFERSON NY)
IA
Issued 04/13/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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