Shaun Cour (CRD# 6365753) is an Investment Advisor Representative working at Avantax Advisory Services in Coventry, CT and has over 9 years of experience in the finance industry.
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 1776 Boston LLC | Coventry, CT | Sep 2020 - Current | 3 |
| Shaun Cour | Willimantic, CT | Aug 2018 - Current | 5 |
| Avantax Insurance Agency, LLC | Coventry, CT | Apr 2016 - Current | 8 |
| Avantax Advisory Services | Coventry, CT | Sep 2014 - Current | 9 |
| Avantax Investment Services, Inc. | Coventry, CT | Jun 2014 - Current | 9 |
| H&r Block (dba Cour Tax Consultants) | North Windham, CT | Dec 2006 - Current | 17 |
| H&r Block | Coventry, CT | Dec 2006 - Current | 17 |
| H&r Block | Coventry, CT | Dec 2006 - Current | 17 |
| Cour Church LLC | North Windham, CT | Jun 2003 - Current | 20 |
| Cour Church LLC | Coventry, CT | Jun 2003 - Current | 20 |
| Shaun Cour | Willimantic, CT | Dec 1997 - Current | 26 |
| Shaun Cour | Willimantic, CT | Sep 1994 - Current | 29 |
| Sterling Principle Financial Services | North Windham, CT | Nov 2014 - Dec 2021 | 7 |
| Shaun Cour | Manchester, CT | Dec 1993 - Aug 2016 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CT
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- 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, 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.