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 5 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.