Samuel Courtney
Samuel Courtney is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
801 17th Street NW, Suite 310, Washington, DC, 20006
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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
Samuel is a sales agent for life, health, group life, and group health insurance, dedicating minimal time. He is also a partner/advisor at The College Funding Coach and an agent referring people to Legal Shield services, spending a few hours per week on these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
MML Investors Services, LLCBroker
State Registrations30 states
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