Bonnie Courtney, financial advisor Tucson AZ
93 score

Bonnie Courtney

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Bonnie C. Courtney
Phone Number: 520-531-0550
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    847
    ACCOUNTS
  • Average Account Value
    $219,481
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, CO, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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