Bonnie CourtneyCRD Number: 1895198
Current Firm: Cetera Advisors LLC
Bonnie Courtney (CRD# 1895198) is an Investment Advisor Representative working at Cetera Advisors LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||3|
|Swj Enterprises||Lake Oswego, OR||May 2005 - Current||11|
|Multi-financial Securities Corporation||Denver, CO||Feb 2012 - Dec 2012||< 1|
|Pacific West Securities, Inc.||Renton, WA||Aug 2007 - Feb 2012||4|
|Pacific West Financial Consultants, Inc.||Renton, WA||Aug 2007 - Feb 2012||4|
|World Group Securities||Lake Oswego, OR||Sep 2005 - Aug 2007||1|
|Wfg||Lake Oswego, OR||May 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1993|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- 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
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