linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cynthia Lynne Courtney

Advisory Services Network

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cynthia? Claim Your Profile

About Cynthia Lynne Courtney

Cynthia Courtney has been in the financial services industry since 1996. Cynthia Courtney is a Certified Financial Planner and is currently registered with Advisory Services Network. Cynthia Courtney has previously been registered with Kovack Securities Inc., Resource Horizons Group LLC and Money Concepts Capital Corp. Cynthia Courtney has also been a business owner of Cindy Courtney, CPA, CFP, PLLC since 1988. Cynthia Courtney holds licenses for Series 6, Series 7, and Series 63 exams.

Firm Information

Cynthia Courtney is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cynthia Courtney’s Registration & Firm History

NH

10/08/2013 - Present

Advisory Services Network (NORTH HAMPTON NH)

NH

10/15/2014 - 12/31/2017

KOVACK SECURITIES INC. (North Hampton NH)

NH

09/30/2013 - 10/15/2014

RESOURCE HORIZONS GROUP LLC (NORTH HAMPTON NH)

NH

09/22/1997 - 09/30/2013

MONEY CONCEPTS CAPITAL CORP (NORTH HAMPTON NH)

NY

09/13/1996 - 09/16/1997

CFS BROKERAGE CORP. (NEW YORK NY)

Not sure if Cynthia Lynne Courtney is right for you?

Licenses & Designations

BC

Issued 09/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Cynthia Lynne Courtney. Review regulatory record here.
Not sure if Cynthia Lynne Courtney is right for you?