Courtenay Shipley is a registered investment advisor, based in Alexandria, VA, with 21 years of industry experience.
Location
600 Cameron Street, Suite 401, Alexandria, VA, 22314
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Previous Registrations
Retirement Planology, INC.
May 2014 - December 2025 · 11 yrs 7 mos
Fiducia Group, LLC
August 2012 - May 2014 · 1 yr 9 mos
Shipley Capital Advisory, LLC
January 2011 - August 2012 · 1 yr 7 mos
A&g Financial Management, LLC
December 2010 - August 2011 · 8 mos
A.D. Vallett & Company, LLC
October 2009 - August 2010 · 10 mos
Princor Financial Services Corporation
December 2005 - August 2009 · 3 yrs 8 mos
Wachovia Securities, LLC
February 2004 - July 2005 · 1 yr 5 mos
State Registrations1 state
VA
Advisor
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Exams
No exam information available for this advisor.