Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Elizabeth Horn is a financial advisor with Northrock Partners, LLC. She is registered with the state of California. Courtney has worked in the financial industry since 2002 and has been with Northrock Partners since October 2023. Previously, Courtney worked at Ameriprise Financial Services, LLC. Courtney is a Series 7 and Series 66 licensed professional. Courtney specializes in providing financial planning, portfolio management, and consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Consulting
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.
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CA
10/27/2023 - Present
Northrock Partners, LLC (San Francisco CA)
CA
08/19/2008 - 11/01/2023
AMERIPRISE FINANCIAL SERVICES, LLC (SAN RAFAEL CA)
CA
06/26/2007 - 08/04/2008
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
NY
07/20/2005 - 05/16/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
MN
02/18/2002 - 07/12/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/18/2002 - 07/12/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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