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+)
CI

Courtney Ingraham

New York·CRD #4650656
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CJ

Courtney Janemarie Plumbley

Texas·CRD #6801509
Dual-registered

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

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Courtney J Demars

California·CRD #5213670
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Courtney Jenkins Hincks

California·CRD #6491151
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Courtney Jo Rodriguez

Iowa·CRD #5302974
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Flat Fee
View profile
CJ

Courtney J Rorie

Missouri·CRD #2234628
Dual-registered

Dual-registered at &PARTNERS

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
CJ

Courtney J. Walls

Georgia·CRD #6465267
Dual-registered

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

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CK

Courtney Kalist

Missouri·CRD #6976582
Dual-registered

Dual-registered at &PARTNERS

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
CK

Courtney Kero

Minnesota·CRD #7160070
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
View profile
CL

Courtney Lee Schiavo

New Jersey·CRD #5949526
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Courtney Lee Ter Mors

Michigan·CRD #4750839
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CL

Courtney Leigh Walker

Florida·CRD #6484857
Dual-registered

Dual-registered at SAGE ADVISORY SERVICES LTD CO

Experience
10 yrs
States
2
Exams
4
Since
2016
Fee
AUM / Flat Fee
View profile
CL

Courtney Leone

Florida·CRD #7314209
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
CL

Courtney L Hardin

Texas·CRD #6700571
Dual-registered

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

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Courtney L Myers

South Carolina·CRD #4808210
Dual-registered

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

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Courtney L Taylor

California·CRD #5230052
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
View profile
CL

Courtney Lyn McCutchan

California·CRD #6332113
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
9 yrs
States
2
Exams
2
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CL

Courtney Lynn Bonstrom

Illinois·CRD #5973931
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CL

Courtney Lynn Hamilton

Texas·CRD #5056774
Dual-registered

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

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Courtney Lynn Kauffman

Pennsylvania·CRD #7469800
IA Rep

Investment Adviser Rep at PROWELL FINANCIAL MANAGEMENT, LLC

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

Courtney Lynn Mindemann

Texas·CRD #6715809
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Courtney Lynn Ruiz

Minnesota·CRD #6751342
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Courtney Lynn White

Michigan·CRD #5671419
Dual-registered

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

Experience
4 yrs
States
2
Exams
7
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Courtney Lytton Fuller

Illinois·CRD #5242128
Dual-registered

Dual-registered at THE MATHER GROUP, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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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