Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Gray Kenning is a Certified Financial Planner™ with over 6 years of experience in the financial services industry. Courtney is currently registered with Mariner Wealth Advisors as an Investment Advisor Representative in Texas. Courtney has worked for Callahan Advisors LLC, 5151 Advisors LLC and Callahan Advisors, LLC in the past. Courtney specializes in Retirement planning, College savings, Estate planning, and Charitable planning.
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.
Family office services
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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TX
06/17/2021 - Present
Mariner Wealth (Houston TX)
IA
Issued 07/02/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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