Courter Financial, LLC

Courter Financial, LLC (CRD# 151047) is a financial advisory firm headquartered in , . They manage $15,539,090 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.cfllc.net
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $145,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, PA

Financial Advisors at Courter Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mack Courter, financial advisor Manteo NC
Mack R. Courter
CRD#: 4422796
Manteo, NC
Mack Courter (CRD# 4422796) is an Investment Advisor Representative working at Courter Financial, LLC in Bellefonte, PA and has over 14 years of experience in the finance industry. Mack Courter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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