Courtney Walker, financial advisor Austin TX

Courtney Walker

CRD Number: 6484857
Current Firm: Sage Advisory Services Ltd Co

Courtney Walker (CRD# 6484857) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 6 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Sage Advisory Services, Ltd Company Austin, TX Apr 2022 - Current 1
Raymond James & Associates Saint Petersburg, FL Aug 2019 - Apr 2022 2
Eagle Fund Distributors St Petersburg, FL Jun 2016 - Aug 2019 3
Eagle Asset Management St Petersburg, FL Apr 2015 - Jun 2016 1
St. Petersburg College St. Petersburg, FL Aug 2015 - Dec 2015 < 1
Sports Casters Largo, FL Oct 2013 - Jun 2015 1
Vernon & Vernon Cpa's St Petersburg, FL Mar 2013 - Apr 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2017
S65 NASAA Investment Advisors Law Examination Aug 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Courtney L. Walker
Phone Number: 512-327-5530
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    15,323
    MILLIONS
  • Total Number of Accounts
    4,888
    ACCOUNTS
  • Average Account Value
    $3,134,792
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

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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