Courtney Mckee
Courtney Mckee is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Casper, WY, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
147 S McKinley Street, Casper, WY, 82601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Courtney is a financial advisor using the DBA Agility Wealth Management and is an associate/employee of both Agility Wealth Management and BCW Financial Consultants, LLC. Courtney is also a partner at Agility Wealth Management Casper, spending a few hours per week on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations49 states
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