Courtney Chynces is a registered investment advisor, based in Walnut Creek, CA, with 17 years of industry experience.
Location
877 Ygnacio Valley Rd., Ste. 220, Walnut Creek, CA, 94596
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Courtney is an investment advisor representative with Proxy Freedom since August 2023 and a registered investment advisor with Proxy Freedom since January 2023. Courtney is also an insurance agent selling non-variable insurance since January 2023 and a registered representative with United Planners Financial Services, dedicating about half of her time to securities sales.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Proxy Freedom
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Jackson National Life Distributors LLCBroker
Sii Investments, INC.Broker
Invest Financial CorporationBroker
Investment Centers of America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations6 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.