Courtney Ann Walls

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 09/2017
  Blackrock Investments, Inc.
  New York, NY
• 04/2018 → 07/2021
  Lincoln Financial Advisors
  Columbus, OH
• 09/2017 → 04/2018
  Unemployed
  Grove City, OH
• 08/2021 → Present
  Lpl Financial Llc
  Columbus, OH

Previous Registrations

• 2018-05-02 → 2021-08-31
  Osaic Fa, Inc.
  Columbus, OH
• 2006-12-07 → 2017-09-07
  Blackrock Financial Management, Inc
  New York, NY
  Princeton, NJ
  Chicago, IL
  Boston, MA

Other Businesses

1) 04/14/2021 - Bluestone Wealth Partners, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2021 - 160 Hr/Mth 2) 12/29/2021 - Martin Weingartner Partnership, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2022 - 0 Hours Per Month/0 Hours During Securities Trading 3) 06/08/2023 - Bluestone Real Estate Holdings, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Owner/ Operator - Start Date 06/12/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading 4) 11/14/2023 - Martin Weingartner LLC - Inv Related - At Reported Business Location(s) - Real Estate Rental - Start Date: 8/1/2023 - 0 Hrs/Mo 5) 03/13/2025 - White Diamond Wealth, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:12/05/2024 -0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-06

Other Names

• Courtney Ann Walls
• Courtney Walls