IMPORTANT CONSUMER INFORMATION
Bird Financial Advisors, LLC is a state registered investment advisor. A registered financial advisor may only transact business in a state if first registered, or is excluded or exempt from state financial adviser registration requirements. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized Financial advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of an Financial adviser, a consumer should contact his or her state securities law administrator.
DISCLOSURE
This website is provided as a service of Bird Financial Advisors, LLC ("BFA"). By accessing the BFA website, you agree to the following terms and conditions:
NO OFFER Bird Financial Advisors, LLC is a state registered investment advisor ("RIA"). Nothing on the BFA website should be construed as a solicitation, or offer, or recommendation, to acquire or dispose of any financial or to engage in any other transaction. BFA does not render or offer to render personalized financial advice or financial planning advice through the BFA website. BFA specific advice is given only within the context of our contractual agreements with each client. The BFA website is limited to the dissemination of general information about BFA service offerings, and provides an alternative method for clients and prospective clients to learn more about BFA, and to contact BFA. Advice may only be rendered after the delivery of Form ADV-Part II, and the execution of an financial advisory agreement by the client and the advisor.
NO RELIANCE While BFA uses reasonable efforts to obtain information from sources which it believes to be reliable, BFA makes no representation that the information or opinions contained on the BFA website is accurate, reliable or complete. The information and opinions contained in the BFA website are provided by BFA for personal use and informational purposes only and are subject to change without notice. Nothing contained on the BFA website constitutes Financial, legal, tax or other advice nor is it to be relied on in making an financial or other decision.
BFA’s ADV Part I
www.adviserinfo.sec.gov
Please search for Bird Financial Advisors
BFA’s ADV Part II Form & Disclosure Form
For competitive reasons, we do not make our ADV Part II available on our website. However, prospective clients may request one by contacting our office.
