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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Michael Rand is a registered investment advisor representative with Sun Mountain Capital Advisors, LLC. Lee has been in the industry since January 2009 and is registered with the state of New Mexico. The advisor specializes in portfolio management for pooled investment vehicles and selection of other advisers. Lee holds the Series 65 Uniform Investment Adviser Law Examination and is associated with Sun Mountain Capital, LLC. Lee Michael Rand has experience in portfolio management, with a focus on 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
08/05/2013 - Present
SUN Mountain Capital Advisors, LLC (SANTA FE NM)
IA
Issued 08/03/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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