James Corbett, financial advisor Fort Mitchell KY
66 score

James Corbett

CRD Number: 1798518
Current Firm: Valmark Advisers, Inc.

James Corbett (CRD# 1798518) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Valmark Advisors, Inc. Akron, OH Dec 2003 - Current 13
Valmark Securities, Inc. Beachwood, OH Dec 2003 - Current 13
Focus On Success, LLC Ft. Mitchell, KY Dec 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for James B. Corbett
Phone Number: 800-765-5201
Registered State(s):
  • CA
  • PA
  • CO
  • DC
  • MI
  • MO
  • NV
  • NJ
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • OH
  • SC
  • VA
  • WA
  • WV
  • TX
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
66

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