Courtney Ruckstuhl
Courtney Ruckstuhl is a registered investment advisor at Cetera Investment Advisers LLC, based in Humble, TX, with 10 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30 Wilson Rd, Humble, TX, 77338
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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
Courtney is an insurance agent selling insurance products through Avantax Insurance Agency/Services, and an associate financial advisor at Price Financial LLC providing financial planning and wealth management services. Selling insurance takes about 10-20% of Courtney's time, while the financial advisor role is nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.