Courtney Laffler, financial advisor Fairport NY
93 score

Courtney Laffler

CRD Number: 4574428
Current Firm: Edward Jones

Courtney Laffler (CRD# 4574428) is an Investment Advisor Representative working at Edward Jones in Fairport, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2011 - Current 5
Ameritas Investment Corp Lincoln, NE Mar 2009 - Jan 2011 1
Union Central Life Insurance Cincinnati, OH Mar 2009 - Jan 2011 1
Acacia Life Insurance Bethesda, MD Mar 2009 - Jan 2011 1
Ameritas Life Insurance Lincoln, NE Mar 2009 - Jan 2011 1
United Professional Advisors Macedon, NY Feb 2009 - Jan 2011 1
First Ameritas Life Insurance Corp. Of New York Suffern, NY Feb 2009 - Jan 2011 1
North Country Consulting Macedon, NY Jan 2008 - Jan 2011 3
Mary Kay Macedon, NY Jan 2009 - Feb 2010 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsville, NY Sep 2006 - Mar 2009 2
American Express Financial Advisors Inc. Williamsville, NY Apr 2002 - Mar 2009 6
Ids Life Insurance Company Williamsville, NY Apr 2002 - Mar 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Courtney Laffler
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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

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