Best Investors Account Sign in

Courtney Fitzgerald

LPl Financial LLC

Roseburg, OR

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2019-03-15
  • OR RA
    APPROVED
    Since 2019-03-15

Branch Locations

2510 Nw Edenbower Blvd Ste 164, Roseburg, OR 97471 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Java Run Llc Roseburg OR 06/2013 12/2017
Bentley Financial Management Roseburg OR 12/2017 01/2019
Lpl Financial Roseburg OR 01/2019 Present
  • 06/2013 → 12/2017
    Java Run Llc
    Roseburg, OR
  • 12/2017 → 01/2019
    Bentley Financial Management
    Roseburg, OR
  • 01/2019 → Present
    Lpl Financial
    Roseburg, OR
Other Businesses

1)01/2019 - DBA for LPL Business (entity for LPL business) - Bentley Financial Management - 100% - INVESTMENT RELATED - ROSEBURG, OR 97471

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2019-03-08

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
D.A. DAVIDSON & CO.
U.S. BANCORP ADVISORS, LLC
INDEPENDENT FINANCIAL GROUP, LLC
LITTLEJOHN FINANCIAL SERVICES INC
DJ FINANCIAL

Other Investors

RANDY NELSON HESCOCK
TIM DAVID WEINBERG
Michael Jeremy Gilliam
Brandon Cecil Gilbert
TODD JOSEPH DIETMEYER
KELLY MICHELLE GARRETT
THOMAS JAKE CAUGHELL
Joshua Aaron Huckins

Other Offices

CETERA INVESTMENT ADVISERS LLC · ROSEBURG, OR
EDWARD JONES · ROSEBURG, OR
CETERA INVESTMENT ADVISERS LLC · ROSEBURG, OR
WELLS FARGO CLEARING SERVICES, LLC · ROSEBURG, OR
D.A. DAVIDSON & CO. · ROSEBURG, OR
EDWARD JONES · Roseburg, OR
EDWARD JONES · ROSEBURG, OR
U.S. BANCORP ADVISORS, LLC · Roseburg, OR

More in Roseburg, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor