Courtney Alexander John Chynces
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
Areas of Practice
Advisor Information
Office location
877 YGNACIO VALLEY ROAD Ste 220, Walnut Creek, CA, 94596
Get directionsRegulatory History
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 ActivitiesSells Insurance
Courtney is an investment advisor representative with Proxy Freedom since August 2023 and a registered investment advisor with Proxy Freedom since January 2023. Courtney is also an insurance agent selling non-variable insurance since January 2023 and a registered representative with United Planners Financial Services, dedicating about half of her time to securities sales.