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AB

Andrew C. Becvar

Some features on this profile are disabled
CRD#: 5569460
AB

Professional summary

Being a previously registered professional could mean that this person 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.

Andrew Clinton Becvar, CFP® was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2010. Andrew had worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

February 1, 2017 - March 20, 2023

SYSTEMS FINANCIAL

RIA
CRD#: 284744
CANBY, OR
Past

January 21, 2016 - July 13, 2016

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
PORTLAND, OR
Past

September 3, 2015 - July 13, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
PORTLAND, OR
Past

August 12, 2014 - June 24, 2015

SYSTEMS FINANCIAL, INC.

RIA
CRD#: 172480
PORTLAND, OR
Past

January 9, 2014 - September 30, 2014

CHUCK JONES AND ASSOCIATES, INC.

RIA
CRD#: 169647
PORTLAND, OR
Past

October 10, 2012 - June 24, 2015

NORTHWEST ASSET MANAGEMENT

RIA
CRD#: 147923
PORTLAND, OR
Past

April 8, 2010 - June 10, 2011

PHILLIPS & COMPANY

BD
CRD#: 35800
PORTLAND, OR
Past

January 22, 2010 - June 10, 2011

PHILLIPS & COMPANY

RIA
CRD#: 35800
PORTLAND, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/18/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/21/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/13/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/3/2015
General Securities Representative Examination

Current Firm

SF
SYSTEMS FINANCIAL
$YFI | SYSTEMS FINANCIAL | SYFI, LLC | SYFI

CRD#: 284744 / SEC#:

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Contact information

Main Address
Canby, OR
Mailing Address
Phone number
(503) 931-9714
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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.

Company Information

SYSTEMS FINANCIAL

CRD#: 284744

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