Evan Coartney (CRD# 7661566) is an Investment Advisor Representative working at Churchill Financial, LLC in Louisville, KY and has 1 year of experience in the finance industry. Evan Coartney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Churchill Financial, LLC | Louisville, KY | Nov 2022 - Current | 1 |
| Mcm Cpa's & Advisors | Cincinnati, OH | Jan 2018 - Dec 2022 | 4 |
| University Of Cincinnati | Cincinnati, OH | Aug 2013 - Dec 2017 | 4 |
| Mcm Cpa's & Advisors | Cincinnati, OH | Jan 2017 - Apr 2017 | < 1 |
| Mcm Cpa's & Advisors | Cincinnati, OH | Jun 2016 - Aug 2016 | < 1 |
| Dairy Queen | Louisville, KY | Jun 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- IN
- KY
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$158,268
- 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
IN, KY
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