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Paul Clay

6 Years of Experience
Orlando, FL

Paul Clay is a registered investment advisor at Copper Canyon LLC, based in Orlando, FL, with 6 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 31 clients with $6.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$6.1M
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Location

Orlando, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is a General Manager at Priority Express Parcel, dedicating nearly full-time hours to this role, and owns 20% of DENRIC Inc. He also offers tax preparation services as an independent contractor, dedicating minimal time outside of market hours, and is a managing director of a family real estate holding company, Moondust Real Estate Holding LLC, to which he dedicates no time.

Employment History
Current Registrations
Copper Canyon LLC
October 2019 - Present · 6 yrs 7 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paul Clay - Financial Advisor | TrueAdvisor