Michael
Coursey
Clearview Wealth Advisors, LLC
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About this Advisor
Michael Coursey is a financial advisor based in Buckeye, Arizona, working with Clearview Wealth Advisors, LLC. Michael has previously held positions at Wells Fargo Advisors Financial Network, LLC, Capstone Wealth Advisors, LLC, and Clearview Wealth Advisors, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Idaho, Oregon, Texas, and Washington. Currently, Michael is part of Clearview Wealth Advisors, LLC, which operates out of Buckeye, Arizona. The firm has one office and five employees. The firm manages assets totaling $175.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Clearview Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clearview Wealth Advisors, LLC Brokerage Details
$175,393,000
5
885
$198,184
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Coursey Work History
Clearview Wealth Advisors, LLC
Capstone Wealth Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Capstone Wealth Advisors, LLC
Disclosures
Please visit the SEC profile of Michael Coursey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clearview Wealth Advisors, LLC
Buckeye, AZ
Sun City, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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