Courtney Willey is a registered investment advisor, based in Fishers, IN, with 14 years of industry experience.
Location
Fishers, IN
Get directionsHistory
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 →Other Business Activities
Courtney owns Willey Nice Day LLC, which was created for tax purposes related to Cetera income. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
April 2019 - June 2019 · 2 mos
Foresters Financial Services, INC.Broker
June 2011 - June 2019 · 8 yrs
State Registrations4 states
ILINKYOH
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.