Jeffrey
Courtemanche
Sanctuary Advisors, LLC
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About this Advisor
Jeffrey Courtemanche is a financial advisor based in Danville, California, working with Sanctuary Advisors, LLC. Jeffrey has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Sanctuary Securities, Inc, and Sanctuary Advisors LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and California. Currently, Jeffrey is part of Sanctuary Advisors, LLC, which operates out of Danville, California. The firm has 83 offices and 597 employees. The firm manages assets totaling $22.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sanctuary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$22,024,300,000
597
49,099
$448,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Courtemanche Work History
Sanctuary Securities, Inc
Sanctuary Advisors LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jeffrey Courtemanche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sanctuary Advisors, LLC
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Indianapolis, IN
Aliso Viejo, CA
Wayne, PA
Williamsburg, VA
Indianapolis, IN
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College Station, TX
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