Courtney Small, financial advisor Westlake TX

Courtney Small

CRD Number: 7053510
Current Firm: Charles Schwab & Company, Inc.

Courtney Small (CRD# 7053510) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 3 years of experience in the finance industry.

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Charles Schwab & Company, Inc.
Company Name Location Dates Years
Charles Schwab Bank, Ssb Westlake, TX Nov 2022 - Current < 1
Charles Schwab & Company, Inc. Westlake, TX Jan 2020 - Current 3
Select Promotions Frisco, TX Nov 2019 - Dec 2019 < 1
Bev Revv, LLC Fort /worth, TX Nov 2019 - Dec 2019 < 1
Edward Jones St Louis, MO Dec 2018 - Nov 2019 < 1
Bev Revv, LLC Fort Worth, TX Sep 2018 - Dec 2018 < 1
Konica Minolta Business Solutions North Richland Hills, TX Jun 2017 - Dec 2018 1
Select Promotions Frisco, TX Dec 2015 - Dec 2018 3
Unemployed Fort Worth, TX May 2017 - Jun 2017 < 1
Verizon Wireless Fort Worth, TX Apr 2014 - May 2017 3
Texas Wings Grapevine, TX Jun 2008 - Jun 2014 6
Alcorn State University Alcorn State, MS Aug 2010 - May 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Courtney L. Small
Phone Number: 415-667-7000
Registered State(s):
  • TX
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, 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

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