Courtney Sparks, financial advisor Gaylord MI
88 score

Courtney Sparks

CRD Number: 6248084
Current Firm: Lpl Financial LLC

Courtney Sparks (CRD# 6248084) is an Investment Advisor Representative working at Lpl Financial LLC in Gaylord, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Gaylord, MI Sep 2013 - Current 3
Community Financial Credit Union Gaylord, MI Apr 2010 - Sep 2013 3
Fifth Third Bank Petoskey, MI Apr 2009 - Apr 2010 1
Unemployed Gaylord, MI Jun 2008 - Apr 2009 < 1
Nelson's Drug Store Gaylord, MI Sep 2007 - Jun 2008 < 1
Alltel Communications Gaylord, MI May 2004 - Sep 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Courtney S. Sparks
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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)
  • Educational seminars/workshops
  • 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, 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
88
Clean Record
This advisor has a clean track record with regulators.

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