Courtney Chatfield
Courtney Chatfield is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Richland Hills, TX, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5592 Davis Blvd, Suite 400, North Richland Hills, TX, 76180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward D. Jones & CO., L.P.Broker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations33 states
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