Courtney Babiak, financial advisor Springfield IL
89 score

Courtney Babiak

CRD Number: 6142900
Current Firm: Troxell Financial Advisors

Courtney Babiak (CRD# 6142900) is an Investment Advisor Representative working at Troxell Financial Advisors in Springfield, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Troxell Financial Advisors Springfield, IL Jun 2016 - Current < 1
Lpl Financial LLC Springfield, IL Jan 2014 - Current 2
Money Concepts Capital Corp Palm Beach Gardens, FL Apr 2013 - Jan 2014 < 1
Money Concepts International Springfield, IL Feb 2013 - Jan 2014 < 1
Edward Jones St. Louis, MO Dec 2012 - Jan 2013 < 1
City Of Springfield-hr Springfield, IL Jun 2008 - Dec 2012 4
Springfield Cvb Springfield, IL Dec 2007 - Jun 2008 < 1
Springfield Police Department Springfield, IL Sep 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Courtney J. Babiak
Phone Number: 217-321-3210
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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

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