Courtney Cox
Courtney Cox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chico, CA, with 24 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
780 Mangrove Avenue, Chico, CA, 95926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Courtney owns rental property since 2012 and is a Vice President at Tri Counties Bank since 2014, working as a financial advisor and dedicating about half of her time to this role. She is also a financial advisor at Tri Counties Advisors, but spends no time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Essex National Securities, LLC
Essex National Securities, LLCBroker
State Registrations12 states
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