SC
Scott W. Chambers
HEADWATER INVESTMENT CONSULTING,INC.
Mcminnville, OR 97128
Some features on this profile are disabled
CRD#: 4873496
SC
Professional summary
Scott Wilson Chambers PH.D is a registered financial advisor currently at HEADWATER INVESTMENT CONSULTING,INC. located in Mcminnville, Oregon.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Scott has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. SCOTT CHAMBERS SITS ON THE BOARD OF DIRECTORS AT FIRST FEDERAL SAVINGS AND LOAN OF MCMINNVILLE; non-investment related; 118 NE 3rd St McMinnville, OR 97128; Savings and Loan; Director; Start Date: 2000; 5hrs/month; 3hrs/month during trading hours; Board Member. 2. Scott Chambers is a Pro Tem Instructor at the University of Oregon; non-investment related; 1585 E. 13th Eugene, OR 97403; Start Date: 09/2018; 4hrs/week; 1hr/month during trading hours; Instructor. 3. Scott Chambers is Managing Partner of Headwater Properties, LLC; non-investment related; 600 NW 9th St. McMinnville, OR 97128; Real Estate Management; Owner; Start Date: 06/2012; Approx 4 hours/month; 0hrs/month during trading hours; oversee real estate properties. 4. Scott Chambers is an Adjunct Professor of Finance at Linfield University; non-investment related; McMinnville, OR; Start Date: 01/2024; 30hrs/month; 25hrs/month during trading hours; Adjunct Professor of Finance.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Wilson Chambers PH.D's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 27, 2004 - Present
HEADWATER INVESTMENT CONSULTING,INC.
Office #1: 408 Se 1st St., Mcminnville, OR 97128RIA
CRD#: 133009
Mcminnville, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HEADWATER INVESTMENT CONSULTING,INC.
HEADWATER INVESTMENT CONSULTING,INC.
CRD#: 133009 / SEC#: 801-64965
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(10/27/2004)
IAR
Texas(5/30/2024)
Exams
Current Firm
HI
HEADWATER INVESTMENT CONSULTING,INC.
HEADWATER INVESTMENT CONSULTING,INC.
CRD#: 133009 / SEC#: 801-64965
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
408 Se 1st St., Mcminnville, OR 97128
Mailing Address
Phone number
(503) 565-2100
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,437 |
| AUM (Assets Under Management) | $ 466,280,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
