Courtney WaltersCRD Number: 5293419
Current Firm: Edward Jones
Courtney Walters (CRD# 5293419) is an Investment Advisor Representative working at Edward Jones in Hazelwood, MO and has over 7 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||St. Louis, MO||Jan 2010 - Current||7|
|Williamson Financial Mgmt Group||St. Louis, MO||Feb 2009 - Jan 2010||< 1|
|Regions Bank||St. Louis, MO||Feb 2008 - Jan 2009||< 1|
|American Classic Agency||O'fallon, MO||Jul 2007 - Feb 2008||< 1|
|Northwestern Mutual||Cape Girardeau, MO||Dec 2006 - May 2007||< 1|
|Southeast Missouri State University||Cape Girardeau, MO||Aug 2003 - May 2007||3|
|Peabody Energy||St. Louis, MO||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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