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.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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