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Clayton Thomas Murdy

West Coast Financial, LLC

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About Clayton Thomas Murdy

Clayton Murdy is a Registered Investment Advisor representative at West Coast Financial, LLC. Clayton has been working in the financial industry since 2002 and has a variety of experience with different financial firms. Clayton holds the Series 7, Series 24 and Series 66 licenses. Clayton's focus is on financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and pension consulting. Clayton specializes in helping individuals, high net worth individuals, charitable organizations, corporations, pension and profit sharing plans, and pooled investment vehicles.

Firm Information

Clayton Murdy is currently registered with West Coast Financial, LLC. West Coast Financial, LLC is a registered investment advisor headquartered in Santa Barbara, California. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations. West Coast Financial provides a range of advisory services, including financial planning, portfolio management, and pension consulting. The firm manages over $1.89 billion in assets.
West Coast Financial, LLC

1435 ANACAPA STREET

SANTA BARBARA, CA 93101

$1.90B

Assets Under Management

9

Total Clients

23

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Clayton Murdy’s Registration & Firm History

CA

06/16/2016 - Present

West Coast Financial, LLC (SANTA BARBARA CA)

CA

08/18/2006 - 12/31/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (SANTA BARBARA CA)

CA

05/16/2003 - 08/18/2006

CENTAURUS FINANCIAL, INC. (SANTA BARBARA CA)

CT

01/10/2002 - 05/22/2003

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 01/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clayton Thomas Murdy.
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