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Kevin Wilson Chambers

HEADWATER INVESTMENT CONSULTING,INC.·MCMINNVILLE, Oregon
Series 65Clean record12 years registeredHEADWATER INVESTMENT CONSULTING,INC.
408 SE 1ST ST., MCMINNVILLE, OR 97128CRD# 6269021Firm CRD# 133009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Wilson Chambers · MCMINNVILLE, OR
Registration
CRD #6269021 · HEADWATER INVESTMENT CONSULTING,INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

HEADWATER INVESTMENT CONSULTING,INC.
Feb 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 10, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HEADWATER INVESTMENT CONSULTING,INC.
CRD 133009 · SEC 801-64965
AUM
$397M
Regulatory assets under management
Employees
5
1,292 client accounts
Services offered by HEADWATER INVESTMENT CONSULTING,INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HEADWATER INVESTMENT CONSULTING,INC. →
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05

Frequently Asked Questions

What services does Kevin Wilson Chambers offer?
Kevin Wilson Chambers specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MCMINNVILLE, Oregon for a consultation.
What are Kevin Wilson Chambers's credentials?
Kevin Wilson Chambers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Wilson Chambers located?
Kevin Wilson Chambers is based in MCMINNVILLE, Oregon, working with HEADWATER INVESTMENT CONSULTING,INC.. Their office serves clients in the MCMINNVILLE metropolitan area and surrounding communities.
How does Kevin Wilson Chambers charge for services?
Kevin Wilson Chambers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEADWATER INVESTMENT CONSULTING,INC.?
HEADWATER INVESTMENT CONSULTING,INC. has approximately 5 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HEADWATER INVESTMENT CONSULTING,INC.

Scott Wilson Chambers
MCMINNVILLE, OR
Thomas James Sherwood
MCMINNVILLE, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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