Cynthia
Courtney
Advisory Services Network
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About this Advisor
Cynthia Courtney is a certified financial planner who works out of North Hampton, New Hampshire who has 10 years of relevant experience. Courtney is an employee of Advisory Services Network. Over the course of their career, they have held roles at Cindy Courtney, Cpa, CFP®, Pllc, Money Concepts Capital Corp, Advisory Services Network, LLC, Resource Horizons Group, L.L.C and Kovack Securities Inc. Courtney has a Series 63 license, certifying them as a securities agent, and is able to serve investors in New Hampshire. Advisory Services Network is a financial advisory company based out of Atlanta, GA. The company has offices in 84 locations and a total of 212 people on staff. It has $6 billion in assets across its 22,847 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 21 charities and foundations. Of its 22,847 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Advisory Services Network performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the type of services offered. Fee types charged by Advisory Services Network can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisory Services Network Brokerage Details
$5,772,354,974
212
22,847
$252,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cynthia Courtney Work History
Cynthia has been registered as a financial advisor for 10 years.*
Advisory Services Network, LLC
Cindy Courtney, Cpa, CFP®, Pllc
Kovack Securities Inc
Resource Horizons Group, L.L.C
Money Concepts Capital Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cynthia Courtney 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 Advisory Services Network
Atlanta, GA
Houston, TX
Tampa, FL
Eagle River, AK
Atlanta, GA
Atlanta, GA
Portage, MI
Rockledge, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
