Courtney Sprinkle, financial advisor Upland CA

Courtney Sprinkle

CRD Number: 7498120
Current Firm: Charles Schwab & Company, Inc.

Courtney Sprinkle (CRD# 7498120) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Upland, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Veronica Aaron, financial advisor Upland CA
Veronica M. Aaron
CRD# 2513561
Householder Group Estate & Retirement Specialists
Similar Advisors
Raul Aballi, financial advisor Upland CA
Raul A. Aballi
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Reid Abedeen, financial advisor Upland CA
Reid N. Abedeen
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Company Name Location Dates Years
Charles Schwab Bank, Ssb Upland, CA Mar 2023 - Current 1
Charles Schwab & Company, Inc. Upland, CA Mar 2022 - Current 2
Terra Partners Asset Management St. Julians, Jan 2021 - Mar 2022 1
Kona Development Partners Beverly Hills, CA Mar 2020 - Jan 2021 < 1
Unemployed Los Angeles, CA Feb 2020 - Feb 2020 < 1
Uk Department For International Trade Los Angeles, CA Oct 2019 - Jan 2020 < 1
Grassroots Voter Outreach, Inc. Los Angeles, CA Aug 2019 - Sep 2019 < 1
Unemployed Los Angeles, CA Jul 2019 - Jul 2019 < 1
Select Marketing Group, Inc. Tarzana, CA May 2019 - Jun 2019 < 1
Unemployed Los Angeles, CA Dec 2018 - May 2019 < 1
Aeon Fund Hackensack, NJ Aug 2018 - Dec 2018 < 1
Northern Trust Company Jersey City, NJ Feb 2017 - Aug 2018 1
Acg Resources New York, NY Aug 2015 - Feb 2017 1
On Call Counsel New York, NY Jul 2015 - Aug 2015 < 1
Unemployed New York, NY May 2015 - Jun 2015 < 1
Greenkey Resources New York, NY Feb 2015 - Apr 2015 < 1
Integrity Staffing New York, NY Nov 2014 - Feb 2015 < 1
Unemployed New York, NY Sep 2014 - Oct 2014 < 1
Tower Legal Solutions New York, NY Jul 2014 - Aug 2014 < 1
Randstad New York, NY Dec 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Courtney Sprinkle
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.