Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtland? Claim Your ProfileCourtland Blake Alex is a financial advisor with over 28 years of experience in the industry. Courtland is currently registered with McManus Cooper in Irvine, CA. Prior to joining McManus Cooper, Courtland was registered with Securities America, Inc. and State Farm VP Management Corp. Courtland has a broad range of experience working with individuals, corporations, charitable organizations, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
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2
CA
12/08/2016 - Present
McManus Cooper (IRVINE CA)
CA
09/13/2016 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
CA
12/19/2002 - 08/31/2016
STATE FARM VP MANAGEMENT CORP. (NEWPORT BEACH CA)
CA
11/30/1999 - 10/14/2002
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
IL
04/21/1998 - 01/18/2000
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
TX
03/29/1999 - 12/01/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
MN
11/30/1992 - 04/07/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/30/1992 - 04/07/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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