Courtney Phelps, financial advisor Bryan TX
88 score

Courtney Phelps

CRD Number: 6317562
Current Firm: Wells Fargo Advisors, LLC

Courtney Phelps (CRD# 6317562) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bryan, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC San Antonio, TX Mar 2013 - Current 3
Wells Fargo Bank, N.a Bellville, Bryan, TX May 2012 - Mar 2013 < 1
Bbva Compass Silsbee, Woodlands, TX Mar 2010 - May 2012 2
Sam Houston State University Huntsville, TX Aug 2008 - Dec 2009 1
Bandera Grill Huntsville, TX Aug 2008 - Dec 2009 1
Triple Creek Rv Park Woodville, TX Jun 2007 - Aug 2008 1
Mazzios Italian Eatery Beaumont, TX Aug 2007 - May 2008 < 1
Lamar University Beaumont, TX Aug 2006 - May 2008 1
Sonic Drive In Jasper, TX May 2007 - Aug 2007 < 1
Rosehill Christian Academy Tomball, TX Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Courtney N. Phelps
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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