AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CS

Coty Shean

Connecticut·CRD #6876802
Dual-registered

Dual-registered at FISCAL WISDOM WEALTH MANAGEMENT LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Hourly / Other
View profile
CA

Coulton Austein Owens

Alabama·CRD #8096404
Dual-registered

Dual-registered at IFG ADVISORY, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Courdney Williams

Texas·CRD #6028438
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CE

Courtany Elizabeth Heckman

Pennsylvania·CRD #4863498
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Courtenay Augusta Catalfamo

New York·CRD #6130674
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Courtenay J Satterwhite

Florida·CRD #5764469
Dual-registered

Dual-registered at SPIREPOINT PRIVATE CLIENT, LLC

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Flat Fee
View profile
CN

Courtenay Napoli

New Jersey·CRD #4734828
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
CV

Courtenay Virginia Shipley

Virginia·CRD #4433389
Dual-registered

Dual-registered at RETIREMENT PLANOLOGY, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Courtland Brown Jr

District Of Columbia·CRD #7180133
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
4
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Courtland Edward Mulliken

California·CRD #4769826
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Courtland Michael Adams

Utah·CRD #6792902
IA Rep

Investment Adviser Rep at COIGN CAPITAL ADVISORS LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
CS

Courtland Stout

North Carolina·CRD #6817087
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Courtnay Christopher Thompson

Florida·CRD #7605833
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Courtney Aaron Rooze

Indiana·CRD #6892194
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CA

Courtney A Duncan

Delaware·CRD #6103007
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Courtney Alexander McRill

Michigan·CRD #5676978
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CA

Courtney Alexander Monteiro

Arizona·CRD #5184232
Dual-registered

Dual-registered at SOVEREIGN INVESTMENT ADVISORS LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
CA

Courtney Allen Kidwell

North Carolina·CRD #3085176
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CA

Courtney Allison Coombs

Virginia·CRD #5088793
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CA

Courtney Ann Breen

California·CRD #6809716
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
4
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Courtney Ann Kramer

Missouri·CRD #6255339
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
1
Exams
6
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Courtney Ann Zalinski

South Carolina·CRD #4628050
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Courtney Arlene Doyle

Massachusetts·CRD #5674113
IA Rep

Investment Adviser Rep at ALGORITHMIC INVESTMENT MODELS

Experience
13 yrs
States
1
Exams
1
Since
2013
Est. fee
AUM / Other
Minimum
$250k
View profile
CA

Courtney A Wellar

New York·CRD #7397236
IA Rep

Investment Adviser Rep at R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisors - Page 720 | AdvisorFinder