James Corbeau, financial advisor Portland OR
96 score

James Corbeau

CRD Number: 4536673
Current Firm: Springwater Wealth Management, LLC

James Corbeau (CRD# 4536673) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 14 years of experience in the finance industry. James Corbeau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Springwater Wealth Management, LLC Tigard, OR Mar 2013 - Current 3
Maas Capital Advisors, LLC Aptos, CA Aug 2000 - Current 16
Vista Pension Advisors, LLC Forest Grove, OR Nov 2008 - Feb 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for James L. Corbeau
Phone Number: 888-998-4796
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $820,769
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, LA, OR, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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