Courtney Crawford Garner

Current Employers

Employment History

• 01/2014 → Present
  Lpl Financial Llc
  Houston, TX
• 10/2015 → Present
  Intrua Financial
  Houston, TX

Other Businesses

1. 3/11/2015 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/02/2015 - 0 Hrs/Mth - 0 Hrs During Trading - TIME SPENT 0 HOURS PER MONTH. 2. 10/23/2015 - Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/15/2015 - 160 Hours Per Month/100 Hours During Securities Trading. 3. 8/11/2020 - Intrua Financial - DBA: Oakmont Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Relationship Manager - Started 08/14/2020 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1% - I provide administrative support to Intrua Financial, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 2 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 11/30/2023 - Freedom Wealth Alliance - Registered Investment Advisor DBA - Director of Financial Planning - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 160 Hours Per Month/ 0 Hours During Trading - I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 04/06/2026 - Michael Kitce's Directors of Financial Planning Community - For-Profit Board Member - Not Investment Related - Reston, VA - Start Date 04/13/2026 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2014-06-30

Other Names

• Courtney Laine Crawford