Courtney Alexander John Chynces

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 09/2016 → 09/2022
  Jackson National Life Distributors Llc
  Denver, CO
• 10/2022 → 01/2023
  Unemployed
  Danville, CA
• 01/2023 → 06/2025
  United Planners Financial Services
  Scottsdale, AZ
• 01/2023 → Present
  Courtney Chynces
  Walnut Creek, CA
• 08/2023 → Present
  Proxy Freedom
  Walnut Creek, CA
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2023-08-16 → 2026-01-12
  Proxy Freedom
  Walnut Creek, CA
• 2023-01-10 → 2025-06-20
  United Planners' Financial Services Of America A Limited Partner
  Walnut Creek, CA
  Scottsdale, AZ
  South San Francisco, CA
  San Rafael, CA
  Petaluma, CA
  San Francisco, CA
  Pleasanton, CA
  Santa Rosa, CA
• 2013-12-18 → 2016-09-13
  National Planning Corporation
  Denver, CO
• 2013-01-15 → 2013-12-16
  Curian Capital, Llc
  Denver, CO
• 2008-11-04 → 2011-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Raleigh, NC
• 2007-05-31 → 2007-10-11
  A. G. Edwards & Sons, Inc.
  Raleigh, NC

Other Businesses

1. OAKRIDGE VILLAGE HOA, 10 Oakridge Lane, Danville CA 94506, United States, 09/02/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING 2. PROXY FREEDOM, 877 Ygnacio Valley Road, Suite 220, Walnut Creek CA 94596, United States, 06/17/2025, IAR, RIA Affiliation, INV REL, 80 HR/MO - 80 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/20/2025 4. PROXY ADVISORY GROUP LLC, 877 Ygnacio Valley Road, Suite 220, Walnut Creek, CA 94596, United States, 02/27/2026, Financial Advisor, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 5. ASH BROKERAGE, 877 Ygnacio Valley Road, Suite 220, Walnut Creek, CA 94596, United States, 02/27/2026, Agent, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO - 10 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-05-30

Other Names

• Courtney A Chynces
• Cody Chynces
• Courtney Alexander John Chynces
• Court Alexander John Chynces
• Cody A Chynces
• Court A Chynces