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+)
CA

Courtney Ayn Burton

Connecticut·CRD #4075688
Dual-registered

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

Experience
26 yrs
States
3
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Courtney Baker

South Carolina·CRD #5992435
Dual-registered

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

Experience
2 yrs
States
2
Exams
5
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Courtney Bonner Gooding

Georgia·CRD #6755293
Dual-registered

Dual-registered at BUSH WEALTH MANAGEMENT

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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CB

Courtney Brooke Clark

Kentucky·CRD #7420731
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Courtney Brooke Hutchinson

California·CRD #3266799
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CC

Courtney Carl Caldwell

Virginia·CRD #2374098
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CC

Courtney Curtis Boatright

California·CRD #7503339
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Other
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CD

Courtney Denae Rader

Kansas·CRD #5354263
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly
Minimum
$25k
View profile
CD

Courtney Dooley Duphorne

Texas·CRD #2424043
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
1
Exams
7
Since
1994
Est. fee
AUM / Flat Fee
View profile
CD

Courtney Dorothy Cubbin

North Carolina·CRD #8199449
IA Rep

Investment Adviser Rep at WOODWARD FINANCIAL ADVISORS, INC.

Experience
1 yrs
States
1
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
CD

Courtney D Troyano

Louisiana·CRD #4956257
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
20 yrs
States
3
Exams
5
Since
2006
Fee
AUM / Hourly / Flat Fee
View profile
CE

Courtney Elice Allen

California·CRD #5607322
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Flat Fee
View profile
CE

Courtney Elizabeth Mahoney

Rhode Island·CRD #5080354
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Courtney Elizabeth Marshall

California·CRD #7194106
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Courtney Elizabeth Scott

Texas·CRD #6814618
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
CE

Courtney Erin Koch

Oregon·CRD #6973494
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Fee
AUM / Other
View profile
CF

Courtney Fell Kort

California·CRD #8083982
Dual-registered

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

Experience
1 yrs
States
3
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Courtney Ferland

Florida·CRD #6238333
Dual-registered

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

Experience
13 yrs
States
3
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Courtney Fisher

California·CRD #7086439
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Courtney Gibson Bechtol

Texas·CRD #5823025
Dual-registered

Dual-registered at OXBOW ADVISORS, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
CG

Courtney G Turner

South Carolina·CRD #5422510
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Courtney Hale Blum

California·CRD #5119090
Dual-registered

Dual-registered at LIDO

Experience
18 yrs
States
3
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CH

Courtney Heffernan Mimmo

Colorado·CRD #7612792
IA Rep

Investment Adviser Rep at CORUNDUM GROUP, INC.

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CH

Courtney Hunter Calotta

New York·CRD #7426787
IA Rep

Investment Adviser Rep at DONALIES FINANCIAL PLANNING, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile

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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.

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