Courtney Raney, financial advisor San Diego CA
93 score

Courtney Raney

CRD Number: 5894624
Current Firm: Wells Fargo Advisors, LLC

Courtney Raney (CRD# 5894624) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Diego, CA and has over 3 years of experience in the finance industry. Courtney Raney 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.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Score
106
Similar Advisors
Thomas Brenner, financial advisor San Diego CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Score
106
Similar Advisors
Mick Heyman, financial advisor San Diego CA
Mick Heyman
CRD# 2626240
Heyman Investment Counseling LLC
Score
103
Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors, LLC San Diego, CA Feb 2011 - Current 5
Remx Specialty Staffing San Diego, CA Jan 2011 - Feb 2011 < 1
Sedona Staffing San Diego, CA Oct 2010 - Jan 2011 < 1
Unemployed San Diego, CA May 2010 - Aug 2010 < 1
University Of Idaho Moscow, ID Aug 2006 - May 2010 3
Boys And Girls Club Nampa, ID May 2009 - Aug 2009 < 1
University Of Idaho Student Foundation Moscow, ID Jan 2008 - Dec 2008 < 1
Centennial Golf Course Nampa, ID May 2008 - Aug 2008 < 1
Casual Payment Center Blm Boise, ID May 2008 - Aug 2008 < 1
University Of Idaho Registrar Moscow, ID Sep 2007 - May 2008 < 1
Bureau Of Land Management Boise, ID May 2007 - Aug 2007 < 1
Roaring Springs Waterpark Meridian, ID May 2004 - Aug 2007 3
Skyview High School Nampa, ID Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Courtney G. Raney
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from Courtney Raney and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.