Bonnie CourtneyCRD Number: 1895198
Current Firm: Cambridge Financial Group, LLC
Bonnie Courtney (CRD# 1895198) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 25 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lpl Financial LLC
|Cascadia Wealth Management / Cetera Advisors||Portland, OR||Oct 2016 - Current||1|
|Barre3 Tucson||Tucson, AZ||Feb 2016 - Current||2|
|Cambridge Financial Group, LLC||Tucson, AZ||Jan 2016 - Current||2|
|Full Cycle Financial Partners / Cetera Advisors||Danville, CA||Dec 2015 - Current||2|
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||5|
|Cascadia Wealth Management / Cetera Advisors||Sherwood, OR||Jul 2015 - Dec 2015||< 1|
|Swj Enterprises||Lake Oswego, OR||May 2005 - Jul 2015||10|
|Multi-financial Securities Corporation||Denver, CO||Feb 2012 - Dec 2012||< 1|
|Pacific West Securities, Inc.||Renton, WA||Aug 2007 - Feb 2012||4|
|Pacific West Financial Consultants, Inc.||Renton, WA||Aug 2007 - Feb 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1993|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management186MILLIONS
Total Number of Accounts847ACCOUNTS
Average Account Value$219,481
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, TX
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