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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Durham is a Registered Investment Advisor Representative with Rockwood Wealth Management, LLC. Courtney has been in the industry since June 2016. Courtney holds a Series 65 license and is also a Certified Financial Planner. Courtney has previously worked at Merrill Lynch. Rockwood Wealth Management, LLC is an independent Registered Investment Advisor with offices in New Hope, Pennsylvania. The firm provides financial planning, portfolio management services, and investment management services to individuals, high net worth individuals, trusts, corporations, businesses, pension and profit-sharing plans, 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.
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.
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PA
03/10/2020 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 09/23/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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