Corbin
Coursey
Clearview Wealth Advisors, LLC
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About this Advisor
Corbin Coursey is a certified financial planner who works out of Salem, Oregon with 4 years of relevant experience. Coursey works at Clearview Wealth Advisors, LLC. Over the course of their career, they have held roles at Padington'S Pizza, Get Air Trampoline Park, Grand Canyon University, Crysalis Interiors, Ilahee Country Club, Small Business Accounting And Tax, Dkor Construction, Equity Methods, Versant Capital Management, Crossler Middle School/Sprague High School and Clearview Wealth Advisors, LLC. Coursey holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Arizona, California, Oregon, Texas and Washington. Clearview Wealth Advisors, LLC is a registered investment firm based out of Salem, OR. The firm has just five advisors. It handles $179 million in total assets across its 985 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 985 client accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically are based on the type of services offered. Fee types charged by Clearview Wealth Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clearview Wealth Advisors, LLC Brokerage Details
$178,535,700
5
985
$181,255
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Corbin Coursey Work History
Corbin has been registered as a financial advisor for 4 years.*
Clearview Wealth Advisors, LLC
Equity Methods
Versant Capital Management
Small Business Accounting And Tax
Dkor Construction
Grand Canyon University
Ilahee Country Club
Grand Canyon University
Crysalis Interiors
Grand Canyon University
Get Air Trampoline Park
Grand Canyon University
Padington'S Pizza
Crossler Middle School/Sprague High School
*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 Corbin 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
Salem, OR
Salem, OR
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.
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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.
