Courtney Stewart
Courtney Stewart is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 19 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
4900 Meadows Rd, Ste 100, Lake Oswego, OR, 97035
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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 agent for a non-variable insurance business, dedicating minimal time to it. Her duties include old policy servicing and receiving trails from the policies.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations11 states
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