Courtney
Kidwell

Hightower Advisors, LLC

CRD#3085176
Investment Advisor
in Greensboro, NC

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About this Advisor

Courtney Kidwell is a financial advisor based in Greensboro, North Carolina, working with Hightower Advisors, LLC. Courtney has previously held positions at Stearns Financial Group, Starmont Forest Country Club, Hightower Advisors LLC, and YMCA of Greensboro. Courtney has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Courtney is part of Hightower Advisors, LLC, which operates out of Greensboro, North Carolina. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 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 other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

324 W. Wendover Ave Suite 204
Greensboro, NC 27408

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

NC Average: $6,674,516,078
Total Number of Employees

1,816

NC Average: 44
Total Number of Accounts

178,256

NC Average: 2,564
Average Account Size

$730,631

NC Average: $2,603,165

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
  • Other

Courtney Kidwell Work History

2020 - Present (4 years)

Hightower Advisors LLC

2007 - Present (17 years)

Starmont Forest Country Club

2019 - 2020 (1 year)

Stearns Financial Group

2015 - 2018 (3 years)

Stearns Financial Group

2007 - 2019 (12 years)

Ymca Of Greensboro

Disclosures

Please visit the SEC profile of Courtney Kidwell 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 Hightower Advisors, LLC

Jacob Brown
Chicago, IL
Jeffrey Rock
Dallas, TX
Emily Lassiter
Birmingham, AL
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

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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.

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