Courtney Burrell is a registered investment advisor, based in Greenwood Village, CO, with 11 years of industry experience.
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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.
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Courtney is a life coach, focusing on life and money mindset without providing financial advice. She also owns With Love, where she makes and sells handmade soaps and skin care products.
Employment History
Current Registrations
Empower Financial Services, INC.Broker
October 2023 - Present · 2 yrs 9 mos
Empower Financial Services, INC.
October 2023 - Present · 2 yrs 9 mos
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Personal Capital Advisors Corporation
December 2021 - April 2023 · 1 yr 4 mos
Woodbury Financial Services, INC.Broker
February 2020 - October 2021 · 1 yr 8 mos
Woodbury Financial Services, INC.
February 2020 - October 2021 · 1 yr 8 mos
MML Investors Services, LLCBroker
March 2017 - February 2020 · 2 yrs 11 mos
MML Investors Services, LLC
March 2017 - February 2020 · 2 yrs 11 mos
Msi Financial Services, INC.
August 2014 - March 2017 · 2 yrs 7 mos
Msi Financial Services, INC.Broker
April 2014 - March 2017 · 2 yrs 11 mos
State Registrations2 states
COKS
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.