Constance CourtneyCRD Number: 5436563
Current Firm: Sun Group Wealth Partners LLC
Constance Courtney (CRD# 5436563) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 7 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Lpl Financial, LLC||Irvine, CA||Nov 2014 - Current||2|
|Sun Group Wealth Partners, LLC||Irvine, CA||Nov 2014 - Current||2|
|Sabbatical||Huntington Beach, CA||Jul 2014 - Nov 2014||< 1|
|Am/pm Property Management||Huntington Beach, CA||Jun 2013 - Jul 2014||1|
|Ubs Financial Services Inc.||Newport Beach, CA||Oct 2007 - Apr 2013||5|
|Oceanview School District||Huntington Beach, CA||Sep 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management139MILLIONS
Total Number of Accounts1,012ACCOUNTS
Average Account Value$137,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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