Cortnie Brooke Beaver

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

• 06/2014 → 02/2021
  Sterling Financial Management
  Hagerstown, MD
• 06/2010 → 05/2019
  Everlasting Love Florist
  Chambersburg, PA
• 03/2015 → 12/2019
  Lpl Financial Llc
  Hagerstown, MD
• 02/2021 → 11/2022
  Thrivent Advisor Network, Llc
  Gettysburg, PA
• 12/2019 → 11/2020
  Boston Institute Of Finance
  Boston, MA
• 09/2020 → Present
  Skye Financial Solutions
  Waynesboro, PA
• 12/2022 → 11/2023
  Ameriserv Trust And Financial Services
  Hagerstown, MD
• 01/2023 → 11/2023
  Lpl Financial Llc
  Hagerstown, MD
• 01/2024 → 02/2026
  The Prudentail Insurance Company Of America
  Bethesda, MD
• 01/2024 → 11/2024
  Pruco Securities Llc
  Bethesda, MD
• 11/2024 → 02/2026
  Lpl Enterprise, Llc
  Hagerstown, MD
• 02/2026 → Present
  Lpl Financial
  Hagerstown, MD

Previous Registrations

• 2024-11-14 → 2026-02-13
  Lpl Enterprise, Llc
  Cockeysville, MD
  Hagerstown, MD
• 2024-01-16 → 2024-11-14
  Pruco Securities, Llc.
  Hagerstown, MD
  North Bethesda, MD
• 2023-01-26 → 2023-11-27
  Lpl Financial Llc
  Hagerstown, MD
  Johnstown, PA
  Hagerstown, MD
• 2022-02-22 → 2022-11-04
  Thrivent Advisor Network, Llc
  Gettysburg, PA
  Minneapolis, MN

Other Businesses

1. 02/2026 - Skye Financial Solutions - Tax Prep/Accounting/CPA - Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Waynesboro PA 17268 - OBA Start Date: 01/01/2020 2. 02/2026 - Sterling Financial Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 2/17/2026 3. 02/2026 - Hagerstown Community College - Teacher Paid by School or University - Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Hagerstown MD - OBA Start Date: 08/01/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-28

Designations

• Certified Financial Planner

Other Names

• Cortnie Brooke Smith
• Cortnie Brooke Miller
• Cortnie Brooke Beaver
• Cortnie Brooke House
• Cortnie Brooke Beaver
• Cortnie Beaver