Courtney Folkerts is a registered investment advisor, based in Katy, TX, with 15 years of industry experience.
Location
Katy, TX
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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
Current Registrations
Cetera Financial Specialists LLCBroker
March 2025 - Present · 1 yr 6 mos
Cetera Financial Specialists LLC
March 2025 - Present · 1 yr 6 mos
Cetera Investment Services LLC
March 2025 - Present · 1 yr 6 mos
Cetera Investment Services LLCBroker
March 2025 - Present · 1 yr 6 mos
Cetera Advisors LLC
March 2025 - Present · 1 yr 6 mos
Cetera Advisors LLCBroker
March 2025 - Present · 1 yr 6 mos
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
November 2024 - Present · 1 yr 10 mos
Cetera Wealth Services, LLC
November 2024 - Present · 1 yr 10 mos
Previous Registrations
Avantax Investment Services, INC.Broker
July 2022 - September 2025 · 3 yrs 2 mos
Avantax Advisory Services
July 2022 - September 2025 · 3 yrs 2 mos
Crossmark Global Investments, INC.
March 2020 - July 2022 · 2 yrs 4 mos
Crossmark Distributors, INC.Broker
March 2020 - July 2022 · 2 yrs 4 mos
Invesco Advisers, INC.
March 2018 - March 2020 · 2 yrs
Invesco Distributors, INC.Broker
March 2018 - March 2020 · 2 yrs
Jackson National Life Distributors LLCBroker
June 2016 - October 2017 · 1 yr 4 mos
Curian Capital, LLC
August 2014 - April 2016 · 1 yr 8 mos
Curian Clearing, LLCBroker
August 2014 - April 2016 · 1 yr 8 mos
A & I Financial Services, LLC
February 2014 - August 2014 · 6 mos
Geneos Wealth Management, INC.Broker
February 2014 - August 2014 · 6 mos
Financial Security Management, INC
October 2010 - August 2013 · 2 yrs 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 2010 - December 2010 · 4 mos
National Planning CorporationBroker
May 2010 - June 2013 · 3 yrs 1 mo
Invesco Aim Distributors, INC.Broker
August 2008 - August 2009 · 1 yr
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.