Courtenay Lavigne, financial advisor Three Oaks MI

Courtenay Lavigne

CRD Number: 5793030
Current Firm: Advice And Planning Services

Courtenay Lavigne (CRD# 5793030) is an Investment Advisor Representative working at Advice And Planning Services in Three Oaks, MI and has over 13 years of experience in the finance industry.

Similar Advisors
Christopher Adams, financial advisor Three Oaks MI
Christopher J. Adams
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Aaron Adcock, financial advisor Three Oaks MI
Aaron Adcock
CRD# 4849315
Captrust
Similar Advisors
Zachary Albers, financial advisor Three Oaks MI
Zachary M. Albers
CRD# 5365207
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Tiaa Three Oaks, MI Sep 2014 - Current 9
Tiaa-cref Individual & Institutional Services, LLC Three Oaks, MI Sep 2014 - Current 9
Something From Nothing LLC Baroda, MI May 2014 - Current 9
J.p. Morgan Securities LLC Benton Harbor, MI Oct 2012 - Aug 2014 1
Jpmorgan Chase Bank Benton Harbor, MI May 2010 - Aug 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination Jun 2010
Contact Info for Courtenay Y. Lavigne
Phone Number: 212-490-9000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.