Theodore
Beebe

Columbia Pacific Wealth Management

CRD#6615858
Investment Advisor
in San Francisco, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Theodore Beebe is a financial advisor working in San Francisco, California with 6 years of relevant experience. Beebe is an employee of Columbia Pacific Wealth Management. The advisor has gained experience at Houlihan Lokey Capital, Inc, Extended Travel, Ucla, Dorchester Capital Advisors, Jp Morgan Securities, Jpmorgan Securities LLC, Jpmorgan Chase Bank Na, Cpwm, LLC, Ci Columbia Pacific Private Wealth and Cipw Service Company, LLC. Beebe maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Florida, Texas and Washington. Columbia Pacific Wealth Management is an advisory firm that has its headquarters in Seattle, WA. It has offices in two locations and a total of 44 advisors. It administers $7 billion in assets among its 6,489 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to nine charitable organizations. Of its 6,489 customer accounts, 25% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services are provided. However, fee types billed by Columbia Pacific Wealth Management can consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

100 Pine St. Suite 2700
San Francisco, CA 94111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Columbia Pacific Wealth Management Brokerage Details

Total Assets Under Management

$6,692,219,926

CA Average: $3,566,627,242
Total Number of Employees

44

CA Average: 46
Total Number of Accounts

6,489

CA Average: 1,499
Average Account Size

$1,031,318

CA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Theodore Beebe Work History

Theodore has been registered as a financial advisor for 6 years.*

2023 - Present (1 year)

Ci Columbia Pacific Private Wealth

2023 - Present (1 year)

Cipw Service Company, LLC

2017 - Present (7 years)

Cpwm, LLC

2016 - 2016 (< 1 year)

Houlihan Lokey Capital, Inc

2016 - 2017 (1 year)

Jpmorgan Securities LLC

2016 - 2017 (1 year)

Jpmorgan Chase Bank Na

2015 - 2016 (1 year)

Extended Travel

2015 - 2015 (< 1 year)

Houlihan Lokey Capital, Inc

2014 - 2015 (1 year)

Ucla

2014 - 2014 (< 1 year)

Dorchester Capital Advisors

2013 - 2014 (1 year)

Ucla

2013 - 2013 (< 1 year)

Jp Morgan Securities

2012 - 2013 (1 year)

Ucla

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Theodore Beebe 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 Columbia Pacific Wealth Management

Sean O'Connor
Seattle, WA
Taylor Koivu
Seattle, WA
Kathleen Gannon
Seattle, WA
Jacob Benson
Seattle, WA
Amanda Skrivanich
Seattle, WA
Theodore Beebe
San Francisco, CA
Michael Brooks
Seattle, WA
Carmen Iamandii
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started