Courtney Storer (CRD# 7267439) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 2 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services.inc | Albany, OH | Aug 2022 - Current | 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Jun 2021 - Aug 2022 | 1 |
| The Ohio State University | Columbus, OH | Aug 2017 - May 2021 | 3 |
| Ubs | Knoxville, TN | Jun 2020 - Jul 2020 | < 1 |
| Outback Steakhouse | St. Clairsville, OH | Jun 2017 - Aug 2019 | 2 |
| The Walt Disney Company | Orlando, FL | Jan 2019 - May 2019 | < 1 |
| Jerome Shottenstein Center | Columbus, OH | May 2018 - Aug 2018 | < 1 |
| Bob Evans | St. Clairsville, OH | May 2016 - Jun 2017 | 1 |
| St. Clairsville High School | St. Clairsville, OH | Aug 2013 - May 2017 | 3 |
| Old Navy | Triadelphia, WV | Nov 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- OH
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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