Courtney Raney, financial advisor Denver CO
96 score

Courtney Raney

CRD Number: 5894624
Current Firm: Wells Fargo Clearing Services, LLC

Courtney Raney (CRD# 5894624) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Denver, CO and has over 5 years of experience in the finance industry. Courtney Raney 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC San Diego, CA Nov 2016 - Current 1
Wells Fargo Advisors, LLC San Diego, CA Feb 2011 - Nov 2016 5
Remx Specialty Staffing San Diego, CA Jan 2011 - Feb 2011 < 1
Sedona Staffing San Diego, CA Oct 2010 - Jan 2011 < 1
Unemployed San Diego, CA May 2010 - Aug 2010 < 1
University Of Idaho Moscow, ID Aug 2006 - May 2010 3
Boys And Girls Club Nampa, ID May 2009 - Aug 2009 < 1
University Of Idaho Student Foundation Moscow, ID Jan 2008 - Dec 2008 < 1
Centennial Golf Course Nampa, ID May 2008 - Aug 2008 < 1
Casual Payment Center Blm Boise, ID May 2008 - Aug 2008 < 1
University Of Idaho Registrar Moscow, ID Sep 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Courtney G. Raney
Phone Number: 314-875-3000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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