Courtney Walker (CRD# 6484857) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 7 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Sage Advisory Services, Ltd Company | Austin, TX | Apr 2022 - Current | 2 |
Raymond James & Associates | Saint Petersburg, FL | Aug 2019 - Apr 2022 | 2 |
Eagle Fund Distributors | St Petersburg, FL | Jun 2016 - Aug 2019 | 3 |
Eagle Asset Management | St Petersburg, FL | Apr 2015 - Jun 2016 | 1 |
St. Petersburg College | St. Petersburg, FL | Aug 2015 - Dec 2015 | < 1 |
Sports Casters | Largo, FL | Oct 2013 - Jun 2015 | 1 |
Vernon & Vernon Cpa's | St Petersburg, FL | Mar 2013 - Apr 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
-
Total Assets Under Management22,694MILLIONS
-
Total Number of Accounts8,128ACCOUNTS
-
Average Account Value$2,792,076
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.