Courter Financial, LLC

Courter Financial, LLC (CRD# 151047) is a financial advisory firm headquartered in Bellefonte, PA. They manage $6,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $60,000
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Courter Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mack R. Courter
CRD#: 4422796
120 Dunlap Street, Bellefonte, PA 16823
107
Wealthminder
score
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.
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