Courtney Font (CRD# 4860482) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 19 years of experience in the finance industry. Courtney Font has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4799866
Huntington Financial Advisors
CRD# 5189159
Edward Jones
CRD# 5454842
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Wealth Advisors Dba Crooked Tree Capital Advisors | Phoenix, AZ | Jan 2015 - Current | 9 |
| Chemical Bank | Petoskey, MI | Nov 2014 - Jan 2015 | < 1 |
| Lpl Financial LLC | Petoskey, MI | Oct 2011 - Jan 2015 | 3 |
| Northwestern Bank | Petoskey, MI | Aug 2009 - Jan 2015 | 5 |
| Uvest Financial Services Group, Inc. | Charlotte, NC | Aug 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- MI
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Total Assets Under Management4,829MILLIONS
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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