Cortney Giles (CRD# 4854144) is an Investment Advisor Representative working at Archstone Wealth Advisors, LLC in Chandler, AZ and has over 19 years of experience in the finance industry. Cortney Giles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2485377
Ae Wealth Management, LLC
CRD# 5720193
Lpl Financial LLC
CRD# 5169178
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archstone Wealth Advisors | Columbia, MO | Aug 2019 - Current | 4 |
| Mmwkm Advisors, LLC | Plano, TX | Sep 2014 - Jul 2019 | 4 |
| Pivot Financial, LLC | Chandler, AZ | Dec 2013 - Sep 2014 | < 1 |
| Giles, Inc. | Chandler, AZ | Apr 2008 - Sep 2014 | 6 |
| Grand Canyon University | Phoenix, AZ | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- AZ
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Total Assets Under Management7MILLIONS
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Total Number of Accounts49ACCOUNTS
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Average Account Value$151,549
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ
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