Clearview Wealth Advisors, LLC
Clearview Wealth Advisors, LLC (CRD# 305737) is a financial advisory firm headquartered in Salem, OR. They manage $175,393,000 in 885 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Clearview Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management175MILLION
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Total Number of Accounts885ACCOUNTS
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Average Account Value$198,184
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, ID, OR, TX, WA
Financial Advisors at Clearview Wealth Advisors, LLC
1
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.
2
Michael Coursey (CRD# 3242305) is an Investment Advisor Representative working at Clearview Wealth Advisors, LLC in Buckeye, AZ and has over 24 years of experience in the finance industry.
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