William CourtneyCRD Number: 6243989
Current Firm: Valic Financial Advisors, Inc.
William Courtney (CRD# 6243989) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Valic Financial Advisors||Pittsburgh, PA||Nov 2013 - Current||3|
|Kanawha County Board Of Education||Charleston, WV||Aug 1982 - Oct 2013||31|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV