Courtney SempliceCRD Number: 6255339
Current Firm: Eagle Strategies LLC
Courtney Semplice (CRD# 6255339) is an Investment Advisor Representative working at Eagle Strategies LLC in Alpharetta, GA and has over 7 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Eagle Strategies LLC||Scranton, PA||Mar 2020 - Current||1|
|Nylife Securities LLC||Pittsburgh, PA||Jan 2014 - Current||7|
|New York Life Insurance Company||Pitsburgh, PA||Oct 2013 - Current||8|
|Farmers||Pittsburgh, PA||Dec 2011 - Dec 2013||2|
|Unemployed||Pittsburgh, PA||Mar 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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