Elizabeth Courtney, financial advisor Rockledge FL
93 score

Elizabeth Courtney

CRD Number: 5414690
Current Firm: Axa Advisors, LLC

Elizabeth Courtney (CRD# 5414690) is an Investment Advisor Representative working at Axa Advisors, LLC in Rockledge, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Apr 2015 - Current 1
Valic Financial Advisors, Inc. Orlando, FL May 2011 - Mar 2015 3
Lpl Financial Indian Harbour Beach, FL Apr 2009 - May 2011 2
Ubs Financial Services Inc. Melbourne, FL Aug 2007 - Apr 2009 1
Capital Office Products Daytona Beach, FL Nov 2006 - Aug 2007 < 1
Time Systems/tsi Technology Group South Bend, IN Mar 2002 - Nov 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Elizabeth A. Courtney
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • FL
  • IN
  • TX
  • WV
  • KY
  • GA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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