Courtney
Raney

About this Advisor

Courtney Raney is a certified financial planner based in Denver, Colorado, who has been in the industry for 12 years. Raney is currently employed by Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Boys And Girls Club, Wells Fargo Advisors, LLC, Remx Specialty Staffing, Sedona Staffing, University Of Idaho Student Foundation, University Of Idaho and Wells Fargo Clearing Services, LLC. Raney maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Wells Fargo Clearing Services, LLC is a registered investment company operating in Denver, Colorado. The investment advisory business has offices in 6,557 locations and a total of 26,409 financial advisors. It administers $473 billion in assets between its 1,432,715 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.