Courtenay ShipleyCRD Number: 4433389
Current Firm: Retirement Planology, Inc.
Courtenay Shipley (CRD# 4433389) is an Investment Advisor Representative working at Retirement Planology, Inc. in Alexandria, VA and has over 10 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Retirement Planology, Inc.||Alexandria, VA||May 2014 - Current||2|
|Fiducia Group, LLC||Pittsburgh, PA||Aug 2012 - May 2014||1|
|Shipley Capital Advisory LLC||Nashville, TN||Jul 2010 - Aug 2012||2|
|A&g Financial Management, Llc (154561)||Nashville, TN||Dec 2010 - Aug 2011||< 1|
|Institutional Capital Management||Brentwood, TN||Aug 2009 - Jul 2010||< 1|
|Princor||Brentwood, TN||Aug 2005 - Aug 2009||4|
|Principal Financial||Brentwood, TN||Jul 2005 - Aug 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management101MILLIONS
Total Number of Accounts20ACCOUNTS
Average Account Value$5,037,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
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