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Bonnie Carole Courtney

CAMBRIDGE FINANCIAL GROUP, LLC·TUCSON, Arizona
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6700 N. ORACLE RD., TUCSON, AZ 85704CRD# 1895198Firm CRD# 117428
01

About

Bonnie Carole Courtney is a registered financial advisor based in TUCSON, Arizona, affiliated with CAMBRIDGE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAMBRIDGE FINANCIAL GROUP, LLC
CAMBRIDGE FINANCIAL GROUP, LLC
AUM
$469M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CAMBRIDGE FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF INCOME
Regulatory
SEC/IARD CRD# 1895198
Firm CRD# 117428
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bonnie Carole Courtney offer?
Bonnie Carole Courtney specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Bonnie Carole Courtney's credentials?
Bonnie Carole Courtney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonnie Carole Courtney located?
Bonnie Carole Courtney is based in TUCSON, Arizona, working with CAMBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Bonnie Carole Courtney charge for services?
Bonnie Carole Courtney's firm is compensated through percentage of aum, subscription fees, other: % of income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE FINANCIAL GROUP, LLC?
CAMBRIDGE FINANCIAL GROUP, LLC has approximately 9 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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