Courtney Robert (CRD# 6443297) is an Investment Advisor Representative working at Edward Jones in Mesquite, NV and has over 5 years of experience in the finance industry.
CRD# 1688364
Gradient Advisors, LLC
CRD# 3225372
Uta LLC
CRD# 6340992
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2015 - Current | 9 |
| Edward Jones | Mesquite, NV | Jan 2015 - Nov 2018 | 3 |
| Dixie State University | St George, UT | Aug 2013 - May 2018 | 4 |
| Albertsons | St George, UT | Jul 2014 - May 2015 | < 1 |
| Target Corporation | St George, UT | Nov 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- NV
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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