Courtney
Valentine
Kropog Financial Group, LLC
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About this Advisor
Courtney Valentine is a financial advisor based in Mandeville, Louisiana, working with Kropog Financial Group, LLC. Courtney has previously held positions at Ameriprise Financial - Waterfront Wealth Management, Ameriprise Financial - Michael Fraher, Brookline College, Surterra Wellness, University Of Southern Mississippi, Enterprise Rent-A-Car, Kohler Engines, Dillard's, Belk, Student, LPL Financial LLC, and Kropog Financial Group, LLC. Courtney has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Courtney is part of Kropog Financial Group, LLC, which operates out of Mandeville, Louisiana. The firm has 1 office and 7 employees. The firm manages assets totaling $117.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Kropog Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Kropog Financial Group, LLC Brokerage Details
$117,234,502
7
460
$254,858
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Courtney Valentine Work History
Lpl Financial LLC
Kropog Financial Group, LLC
Ameriprise Financial - Waterfront Wealth Management
Ameriprise Financial - Michael Fraher
Brookline College
Surterra Wellness
University Of Southern Mississippi
Dillard'S
Enterprise Rent-A-Car
Kohler Engines
Belk
Student
Disclosures
Please visit the SEC profile of Courtney Valentine 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 Kropog Financial Group, LLC
Mandeville, LA
Mandeville, LA
Mandeville, LA
Mandeville, LA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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