Corbin Coursey (CRD# 7068360) is an Investment Advisor Representative working at Clearview Wealth Advisors, LLC in Salem, OR and has over 5 years of experience in the finance industry. Corbin Coursey 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.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearview Wealth Advisors, LLC | Salem, OR | Oct 2019 - Current | 4 |
| Versant Capital Management | Phoenix, AZ | Dec 2018 - Sep 2019 | < 1 |
| Equity Methods | Scottsdale, AZ | Jun 2018 - Sep 2018 | < 1 |
| Grand Canyon University | Phoenix, AZ | Aug 2017 - Apr 2018 | < 1 |
| Dkor Construction | Salem, OR | May 2017 - Aug 2017 | < 1 |
| Small Business Accounting And Tax | Phoenix, AZ | Feb 2017 - Apr 2017 | < 1 |
| Grand Canyon University | Phoenix, AZ | Aug 2016 - Jan 2017 | < 1 |
| Ilahee Country Club | Salem, OR | Jun 2016 - Aug 2016 | < 1 |
| Crossler Middle School/sprague High School | Salem, OR | Jan 2008 - Jun 2016 | 8 |
| Grand Canyon University | Phoenix, AZ | Aug 2015 - Apr 2016 | < 1 |
| Crysalis Interiors | Salem, OR | May 2015 - Aug 2015 | < 1 |
| Grand Canyon University | Phoenix, AZ | Aug 2014 - Apr 2015 | < 1 |
| Get Air Trampoline Park | Salem, OR | Feb 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- AZ
- TX
- WA
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts885ACCOUNTS
-
Average Account Value$198,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, OR, TX, WA
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