Courtenay Shipley, financial advisor Alexandria VA
93 score

Courtenay Shipley

CRD 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 11 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Courtenay V. Shipley
Phone Number: 703-595-2829
Registered State(s):
  • TN
  • VA
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $5,037,090
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

TN, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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