Courtney Burn (CRD# 4263447) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 22 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Investment Center Inc. | Mt. Olive, NJ | Apr 2018 - Current | 6 |
| Ic Advisory Services Inc. | Mt. Olive, NJ | Apr 2018 - Current | 6 |
| Premier Energy Group | Meddlesex, NJ | Apr 2016 - Current | 8 |
| Emerson Reid | Elmwood Park, NJ | Dec 2015 - Current | 8 |
| Wealth Transition Advisors | Mount Olive, NJ | May 2015 - Current | 8 |
| Capstone Insurance And Financial Services | Toms River, NJ | May 2013 - Current | 10 |
| Hundley Burn LLC | Mount Olive, NJ | Dec 2014 - Apr 2019 | 4 |
| H.d.vest Investment Services | Newton, NJ | Aug 2009 - Apr 2018 | 8 |
| H.d.vest Advisory Services | Newton, NJ | Aug 2009 - Apr 2018 | 8 |
| Hundley Cpas | Newton, NJ | Aug 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
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