Courtney Peterson, financial advisor Gulfport MS

Courtney Peterson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Courtney E. Peterson
Phone Number: 704-733-3300
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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, WY

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