Marcus CourtneyCRD Number: 5994966
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Marcus Courtney (CRD# 5994966) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 4 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
|Bank Of America, N.a.||Jacksonville, FL||Dec 2011 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Oct 2011 - Current||5|
|Unemployed||Jacksonville, FL||Sep 2011 - Oct 2011||< 1|
|Adventure Treks Inc.||Flat Rock, NC||Jun 2011 - Aug 2011||< 1|
|Jackson And Mcpherson LLC||New Orleans, LA||Jan 2011 - Jun 2011||< 1|
|Unemployed||New Orleans, LA||Nov 2010 - Jan 2011||< 1|
|Adventure Treks Inc.||Flat Rock, NC||Jun 2010 - Nov 2010||< 1|
|Zingo Driving Services||Athens, GA||Oct 2009 - May 2010||< 1|
|University Of Georgia||Athens, GA||Sep 2008 - Oct 2009||1|
|Liskow And Lewis LLC||New Orleans, LA||Jun 2008 - Aug 2008||< 1|
|University Of Georgia||Athens, GA||Sep 2007 - Jun 2008||< 1|
|Vector Marketing||Jacksonville, FL||Jun 2007 - Aug 2007||< 1|
|University Of Georgia||Athens, GA||Sep 2006 - Jun 2007||< 1|
|Vallencourt Construction Co||Middleburg, FL||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- 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, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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