Courtney Deveau (CRD# 7552403) is an Investment Advisor Representative working at Peachtree Investment Partners, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peachtree Investment Partners, LLC | Atlanta, GA | Jul 2023 - Current | < 1 |
| Pace Academy | Atlanta, GA | Jul 2021 - Jun 2023 | 1 |
| The Museum Of Modern Art | New York, NY | Sep 2013 - Jul 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- GA
-
Total Assets Under Management265MILLIONS
-
Total Number of Accounts376ACCOUNTS
-
Average Account Value$704,887
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, GA, MA, NC, NY, SC, TX
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