Kelly Clyde
Registered Representative @South Coast Investment Advisors
Newport Beach, CA, US
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WORK HISTORY
Jul 2009 — Present
Registered Representative @South Coast Investment Advisors
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South Coast Investment Advisors, LLC operates as an office of supervisory jurisdiction (OSJ) of Independent Financial Group (IFG). As a Partner with South Coast, I clear all securities related activities through IFG. South Coast and IFG are not affiliated.
SKILLS
Retirement IncomeInvestment AdvisoryInsurancePersonal Financial PlanningStrategic Investment Tax PlanningSecuritiesRetirementReal Estate AnalysisTactical Asset AllocationLegacy PlanningInvestmentsPrivate PlacementsOil & Natural Gas InvestmentsNon-Traded Reit AnalysisAlternative InvestmentsWealth ManagementMutual FundsWealth AccumulationPrivate Placement AnalysisReit
ABOUT KELLY CLYDE
Partner and Registered Principal* at South Coast Investment Advisors, LLC
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