Courtney
Williams
Elan Wealth Management, L.L.C
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About this Advisor
Courtney Williams is a financial advisor based in Charlotte, North Carolina, working with Elan Wealth Management, L.L.C. Courtney has previously held positions at Edward Jones, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Freedom Street Partners, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Elan Wealth Management, LLC. Courtney has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Courtney is part of Elan Wealth Management, L.L.C, which operates out of Charlotte, North Carolina. The firm has 1 office and 4 employees. The firm manages assets totaling $135.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Elan Wealth Management, L.L.C includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elan Wealth Management, L.L.C Brokerage Details
$134,975,700
4
412
$327,611
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Courtney Williams Work History
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Elan Wealth Management, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Freedom Street Partners
Edward Jones
Disclosures
Please visit the SEC profile of Courtney Williams 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 Elan Wealth Management, L.L.C
Chesapeake, VA
Charlotte, NC
Southern Shores, NC
Suffolk, VA
Southern Shores, NC
Southern Shores, NC
Chesapeake, VA
Southern Shores, NC
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