James Don Vanderbeek

19 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningInsurance PlanningEstate PlanningBusiness OwnersHigh Net Worth

Connect Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

496 clients

Average Client Portfolio

$118K average

Assets Under Management

$58.6M

Fee Structure

Minimum Investment:None

Location

Providence, UT

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History

Regulatory History (1)

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Customer Dispute

March 2013

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

James owns rental properties and spends minimal time managing Vanel Management LLC, a management company for rental properties. He also owns Vancor Inc. and spends a few hours per week on non-variable insurance activities.

Employment History

Current Registrations

Connect Financial Advisors

October 2022 - Present · 3 yrs 4 mos

Previous Registrations

Keystone Wealth Advisors

November 2011 - October 2022 · 10 yrs 11 mos

Vanderbeek Advisors LLC

June 2008 - October 2010 · 2 yrs 4 mos

LPL Financial LLC

April 2007 - November 2011 · 4 yrs 7 mos

Allegis Advisors, INC.

September 2006 - April 2007 · 7 mos

State Registrations2 states

IDUT

Advisor

Exams

No exam information available for this advisor.