Precept Advisory Group LLC (“PA”) is a Registered Investment Adviser (“RIA”) located in Irvine, California. PA and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which PA maintains clients. PA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. PA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. As an RIA we have a fiduciary duty to put our clients’ best interests first.
The information contained in this website has been prepared by the Company for informational purposes only and is not intended to constitute advice, financial or otherwise. The information contained in this website is not meant as a substitute for competent financial consulting, nor should it be construed by any consumer and/or prospective client as PA's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation. PA does not render or offer to render personalized investment advice or financial planning advice through the PA website. PA's specific advice is given only within the context of our contractual agreements with each client. The PA website is limited to the dissemination of general information about PA's service offerings, and provides an alternative method for prospective clients to learn more about PA and to contact PA. Advice may only be rendered after the delivery of Form ADV-Part 2 and the execution of a consulting or investment advisory agreement by the client and the advisor.
A copy of Precept Advisory Group’s current written disclosure statement, Form ADV Part 2, which discusses PA’s business operations, services and fees is available from PA upon written request.
While PA is committed to bringing you the most up-to-date, accurate and reliable information, it does not guarantee the correctness, accuracy, quality, or reliability of the information contained at this website. The information and opinions contained in the website are provided by PA for personal use and for informational purposes only and are subject to change without notice. Nothing contained in the website constitutes investment, financial, legal, tax or other advice, nor is it to be relied upon in making an investment or other decision. PA’s specific advice is given only within the context of our contractual agreements with each client.
When you access certain links on the PA website you may leave the PA website. PA does not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of PA's website for convenience and informational purposes.
Precept Advisory Group Headquarters, 130 Theory, Suite 200, Irvine, CA 92617
Investment advisory services are available through Precept Advisory Group, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 152776).
Precept Advisory Group, LLC, is a Division of McGriff Insurance Services, LLC. Truist and its representatives do not offer tax advice. Consult your tax or legal professional regarding your individual circumstances.
Copyright © 2023, Precept Advisory Group. All rights reserved. Securities, Insurance and Advisory Services are: NOT A DEPOSIT • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE
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