Cortnie Beaver
Cortnie Beaver is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hagerstown, MD, with 8 years of industry experience. Cortnie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1825 Howell Rd Ste 5, Hagerstown, MD, 21740-6612
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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
Cortnie provides financial services through Skye Wealth Management, including retirement planning, insurance, and investment services, dedicating nearly full-time hours to this role. She also serves as a non-profit board member for Habitat for Humanity and the Arts Alliance of Greater Waynesboro, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Thrivent Advisor Network, LLC
LPL Financial LLCBroker
State Registrations4 states
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
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