Courtney PetersonCRD Number: 6997495
Current Firm: Lpl Financial LLC
Courtney Peterson (CRD# 6997495) is an Investment Advisor Representative working at Lpl Financial LLC in Gulfport, MS and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
|Lpl Financial LLC||Gulfport, MS||Apr 2021 - Current||1|
|Community Bank||Gulfport, MS||Apr 2021 - Current||1|
|Hancock Whitney Bank||Gulfport, MS||Jul 2018 - Apr 2021||2|
|Hancock Whitney Investment Services, Inc.||Gulfport, MS||Jul 2018 - Apr 2021||2|
|Unemployed||Waveland, MS||May 2018 - Jul 2018||< 1|
|University Of Southern Mississippi||Long Beach, MS||Aug 2014 - May 2018||3|
|Keesler Federal Credit Union||Biloxi, MS||Sep 2009 - Nov 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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