Courtney Walker, AAMS®️, AIF®️

Regional Director at Sage Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Tampa Bay Area

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Credentials

  • Fixed Income Markets (FIMC©)
    Wall Street Prep
    Jan, 2023
    - Nov, 2024
  • Series 65
    FINRA
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Sage Advisory
    • Investment Management
    • 1 - 100 Employee
    • Regional Director
      • Apr 2022 - Present

  • Raymond James
    • United States
    • Financial Services
    • 700 & Above Employee
    • Asset Management Consultant
      • Oct 2021 - Apr 2022

    • Portfolio Specialist - Assistant Vice President (AZ, CA, UT, NV, ID, OR, WA, AK, HI, Guam)
      • Aug 2019 - Apr 2022

  • Raymond James Investment Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • DCIO Sales - Senior Hybrid Retirement Consultant
      • May 2017 - Jul 2019

      Part time traveling

    • Portfolio Specialist
      • Jun 2016 - Apr 2017

    • Institutional Investment Accounting Asscoiate
      • Apr 2015 - May 2016

  • Eagle Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Institutional Sales
      • Apr 2015 - May 2017

  • Vernon & Vernon, CPAs
    • Tampa/St. Petersburg, Florida Area
    • Office Manager / Accountant / Tax Preparer
      • Mar 2013 - Apr 2015

Education

  • University of Central Florida

Community

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