Courtney Lashay Wiley Ingram

Employer firm

Brookwood Investment Group CRD 316544

$1.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2024 → 04/2024
  Fiscal Wisdom Wealth Management, Llc
  Atlanta, GA
• 06/2014 → 01/2024
  Unemployed
  Conyers, GA
• 05/2024 → 08/2024
  Advisor Share Wealth Management
  Bellevue, WA
• 07/2024 → Present
  Cornerstone Advisors Llc
  Conyers, GA

Previous Registrations

• 2024-11-01 → 2025-03-28
  Redwood Private Wealth
  Conyers, GA
  Phoenix, AZ
• 2024-08-05 → 2024-10-09
  Cornerstone Advisors Llc
  Fayetteville, AR
  Conyers, GA
• 2024-05-09 → 2024-08-19
  Advisor Share Wealth Management, Llc
  Conyers, GA
  Vancouver, WA
• 2024-03-21 → 2024-04-05
  Fiscal Wisdom Wealth Management Llc
  Canton, CT
  Conyers, GA

Other Businesses

Cornerstone Advisors LLC; Investment Related; Insurance Sales; Licensed Resident Insurance Agent; start date 05/15/2026; approx. hours 10 per week

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-19

Other Names

• Courtney L. Wiley