Courtney Burn
Courtney Burn is a registered investment advisor at LPL Financial LLC, based in Budd Lake, NJ, with 24 years of industry experience. Courtney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
International Trade Center, 350 Clark Drive, Suite 104A, Budd Lake, NJ, 07828
Get directionsHistory
Regulatory History (1)
Regulatory
May 2020Other Business ActivitiesSells Insurance
Courtney receives non-variable insurance commission trails from several entities and works with Safeharbor Financial on non-variable insurance, dedicating minimal time to each. Courtney also works nearly full-time for Wealthwise Advisors LLC and spends minimal time on real estate rental and as a laborer for Bullaro Landscaping LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Dennis Gerkhardt, CFPLPL Financial LLC