Courtney Watson (CRD# 7598686) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lakewood, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Agia | Houston, TX | Dec 2022 - Current | 1 |
Valic Financial Advisors, Inc. | Lakewood, CO | Aug 2022 - Current | 1 |
Colorado State University | Fort Collins, CO | Jun 2021 - Current | 3 |
Loving Family Animal Hospital | Aurora, CO | Apr 2021 - Jun 2021 | < 1 |
Petsmart | Highlands Ranch, CO | Jul 2020 - Apr 2021 | < 1 |
Bacchaus Wine And Spirit | Highlands Ranch, CO | Mar 2020 - Jul 2020 | < 1 |
University Of Maryland | College Park, MD | Jan 2020 - May 2020 | < 1 |
University Of Maryland | College Park, MD | Aug 2016 - May 2020 | 3 |
Petsmart | Highlands Ranch, CO | Feb 2019 - Jan 2020 | < 1 |
Papa Murphy's Take 'n' Bake | Poulsbo, WA | Jun 2017 - Jul 2018 | 1 |
A Cat Clinic | Boyds, MD | Feb 2015 - Jan 2017 | 1 |
Student | Boyds, MD | Aug 2012 - Feb 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- CO
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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