Jim Corbeau
CRD Number: 4536673Current Firm: Springwater Wealth Management, LLC
Compensation Model: Fee Only
Jim Corbeau (CRD# 4536673) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 15 years of experience in the finance industry. Jim 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Springwater Wealth Management, LLC | Tigard, OR | Mar 2013 - Current | 11 |
| Raven Wealth Management, Inc. | Lake Oswego, OR | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2001 |
- CA
- OR
-
Total Assets Under Management169MILLIONS
-
Total Number of Accounts433ACCOUNTS
-
Average Account Value$389,609
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OR, WA
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