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Andrew Clinton Becvar

CFP®
CRD# 5569460·Registered 2010 - 2023
Previously Registered: Being a previously registered professional could mean that Andrew is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Andrew Clinton Becvar, CFP® was a registered financial advisor. Andrew was a previously registered financial professional and started their career in finance 2010 - 2023. Andrew had worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

16 years in the financial services industry

Current & Past Employments

SYSTEMS FINANCIAL·CRD# 284744
RIA
Canby, OR
February 1, 2017 - March 20, 2023
EAGLE STRATEGIES LLC·CRD# 110826
RIA
Portland, OR
January 21, 2016 - July 13, 2016
NYLIFE SECURITIES LLC·CRD# 5167
BD
Portland, OR
September 3, 2015 - July 13, 2016
SYSTEMS FINANCIAL, INC.·CRD# 172480
RIA
Portland, OR
August 12, 2014 - June 24, 2015
CHUCK JONES AND ASSOCIATES, INC.·CRD# 169647
RIA
Portland, OR
January 9, 2014 - September 30, 2014
NORTHWEST ASSET MANAGEMENT·CRD# 147923
RIA
Portland, OR
October 10, 2012 - June 24, 2015
PHILLIPS & COMPANY·CRD# 35800
BD
Portland, OR
April 8, 2010 - June 10, 2011
PHILLIPS & COMPANY·CRD# 35800
RIA
Portland, OR
January 22, 2010 - June 10, 2011

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Current Firm

SF
SYSTEMS FINANCIAL

$YFI | SYSTEMS FINANCIAL | SYFI, LLC | SYFI

CRD#: 284744

Contact Information

Main Address

Canby, OR

Phone Number

(503) 931-9714

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Name a.BizPlanet, LLC 2.Is Investment Related? a.No 3.Address a.11145 SW Novare Pl. Portland, OR 97223 4.Nature of the other business a.Business Consulting and Project Management 5.Position a.President 6.Title a.President 7.relationship with the other business a.Owner 8.start date of your relationship a.02/14/2018 9.approximate hours/month devoted to other business a.36 10.hours devoted to other business during security trading hours a.0 11.briefly describe duties relating to the other business a.Develop organization designed to support business professionals through consulting and business development. Duties includes various types of discovery and deliverable production, as well as implementing systems designed to maintain financial viability, improve operational efficacy, and grow. 1.Name a.eSyFi, LLC 2.Is Investment Related? a.No 3.Address a.11145 SW Novare Pl. Portland, OR 97223 4.Nature of the other business a.Financial modeling technology and implementation support 5.Position a.President 6.Title a.President 7.relationship with the other business a.Owner 8.start date of your relationship a.02/11/2019 9.approximate hours/month devoted to other business a.108 10.hours devoted to other business during security trading hours a.90 11.briefly describe duties relating to the other business a.Provide technology platform for financial modeling as well as data entry and support services. Duties include producing experience for customers to benefit from various technologies, implementing systems designed to maintain financial viability, improve operational efficacy, and grow. 1.Name a.Grateful Insurance, LLC 2.Is Investment Related? a.No 3.Address a.11145 SW Novare Pl. Portland, OR 97223 4.Nature of the other business a.Insurance Agency 5.Position a.President 6.Title a.President 7.relationship with the other business a.Owner 8.start date of your relationship a.02/11/2019 9.approximate hours/month devoted to other business a.18 10.hours devoted to other business during security trading hours a.0 11.briefly describe duties relating to the other business a.Insurance marketing, sales, and service. Duties include development of insurance services firm, regulatory compliance, implementing systems designed to maintain financial viability, improve operational efficacy, and grow.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2015About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2010About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2015About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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