Unclaimed
Courtney Hurt is a registered representative of Stifel, Nicolaus & Company, Inc., having joined the firm in April 2022. Prior to this, Courtney was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Courtney has a broad range of experience and specializes in the areas of financial planning, portfolio management, and investment advice. Courtney is committed to building strong relationships with clients and providing them with personalized service. Courtney is also active in the community and is a member of the National Cutting Horse Association.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/05/2022 - Present
Stifel, Nicolaus & Company, Inc. (FORT WORTH TX)
TX
04/13/2020 - 04/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AMARILLO TX)
TX
11/07/2018 - 04/15/2020
EDWARD JONES (AMARILLO TX)
BOTH
Issued 02/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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