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Cortney William McElroy

Charles Schwab & CO., Inc.

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About Cortney William McElroy

Cortney McElroy is a financial advisor at Charles Schwab & CO., Inc. Cortney has been in the financial services industry since 2000, and has been registered with Charles Schwab & CO., Inc. since 2006. Cortney is licensed to provide financial services in 36 states and is registered with the Financial Industry Regulatory Authority (FINRA). Cortney has experience working with individuals, families, and businesses. Cortney has experience in financial planning, investment management, and retirement planning.

Firm Information

Cortney McElroy is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Cortney McElroy’s Registration & Firm History

AZ

01/02/2019 - Present

Charles Schwab & CO., Inc. (Peoria AZ)

AZ

04/15/2005 - 12/21/2005

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

NY

02/07/2002 - 03/03/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

TX

08/10/2000 - 12/06/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

TX

05/22/2000 - 06/29/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 10/08/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Cortney William McElroy. Review regulatory record here.
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