Courtney Blake is a registered investment advisor, based in Atlanta, GA, with 4 years of industry experience.
Location
Atlanta, GA
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Courtney provided consulting and administrative services for REIT Funding LLC and REIT Administration LLC, both affiliates of H & L Equities, LLC, from September 2020 to July 2022. These activities took about half of Courtney's time.
Employment History
Current Registrations
Primerica Brokerage Services, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Primerica Advisors
February 2023 - Present · 3 yrs 3 mos
PFS Investments INC.
August 2022 - Present · 3 yrs 9 mos
PFS Investments INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
H & L Equities, LLCBroker
September 2021 - July 2022 · 10 mos
State Registrations1 state
GA
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.