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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 Sak is an investment advisor representative with Granite Harbor Advisors, Inc. Brian has been in the industry since 2004 and has a strong track record of providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Brian is a Certified Financial Planner™ and a Chartered Financial Consultant™. Brian’s previous experience includes working at Lion Street Financial, LLC, and AXA Advisors, LLC. Brian holds a Series 66, Series 7, and Series 24 securities licenses and is registered with the state of Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/05/2015 - Present
Granite Harbor Advisors, Inc. (HOUSTON TX)
TX
02/13/2014 - 12/31/2015
LION STREET FINANCIAL, LLC (HOUSTON TX)
TX
02/20/2004 - 01/06/2014
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 03/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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