Bonnie Courtney, financial advisor Tucson AZ

Bonnie Courtney

CRD Number: 1895198
Current Firm: Cambridge Financial Group, LLC

Bonnie Courtney (CRD# 1895198) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Financial Group, LLC Tucson, AZ Jan 2016 - Current 8
Full Cycle Financial Partners / Cetera Advisors Danville, CA Dec 2015 - Oct 2019 3
Cetera Advisors LLC Denver, CO Jan 2013 - Oct 2019 6
Barre3 Tucson Tucson, AZ Feb 2016 - May 2019 3
Cascadia Wealth Management / Cetera Advisors Portland, OR Oct 2016 - Jul 2018 1
Cascadia Wealth Management / Cetera Advisors Sherwood, OR Jul 2015 - Dec 2015 < 1
Swj Enterprises Lake Oswego, OR May 2005 - Jul 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Bonnie C. Courtney
Phone Number: 520-531-0550
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    469
    MILLIONS
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $355,627
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, LA, MD, NY, WA

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