Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Birk is an investment advisor representative at Sun Mountain Capital Advisors, LLC. Brian is registered with the state of New Mexico and has been in the industry since September 2006. Brian holds the Series 65 license. Brian has been involved in a number of other businesses, including Sun Mountain Capital, LLC, Sun Mountain Capital Partners (Mexico) LP, and Sun Mountain Capital Partners (Mexico) GP, LLC. Brian's firm provides portfolio management services for pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NM
02/25/2013 - Present
SUN Mountain Capital Advisors, LLC (SANTA FE NM)
IA
Issued 02/22/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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