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Clay David Beccue

Presidio Financial Advisors LLC

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About Clay David Beccue

Clay Beccue is a Registered Investment Advisor at Presidio Financial Advisors LLC in Santa Barbara, California. Clay specializes in providing financial advice to individuals and businesses. Clay has been in the financial services industry since 2013 and has a deep understanding of the investment landscape. Clay is a Chartered Financial Analyst (CFA) and is committed to providing his clients with the highest quality of service.

Firm Information

Clay Beccue is currently registered with Presidio Financial Advisors LLC. Presidio Financial Advisors LLC is an investment advisor registered with the SEC. The firm primarily provides portfolio management services for individuals, pension and profit-sharing plans, and individuals other than high net worth individuals. They have approximately $1,347,325 in regulatory assets under management, with 14 client accounts.

$1.35M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clay Beccue’s Registration & Firm History

CA

04/13/2021 - Present

Presidio Financial Advisors LLC (SANTA BARBARA CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clay David Beccue.
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