Courtney Jones (CRD# 5530127) is an Investment Advisor Representative working at Lpl Financial LLC in Paris, MO and has over 14 years of experience in the finance industry.
CRD# 2603585
&partners
CRD# 1541281
Baker Capital Management
CRD# 5100378
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tpnp Formerly The Paris National Bank | Paris, MO | May 2015 - Current | 8 |
| Securities America Inc. | Paris, MO | Feb 2016 - Apr 2020 | 4 |
| Securities America Advisors | Paris, MO | Feb 2016 - Apr 2020 | 4 |
| Hancock Securities Group | St Louis, MO | Aug 2013 - May 2015 | 1 |
| Hancock Investment Advisors | St. Louis, MO | Aug 2013 - May 2015 | 1 |
| Rcs Bank | Hannibal, MO | Apr 2008 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- MO
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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