Unclaimed Profile

Bonnie Carole Courtney

CAMBRIDGE FINANCIAL GROUP, LLC·TUCSON, Arizona

SIE, Series 7, Series 63, Series 66Clean record18 years registeredCAMBRIDGE FINANCIAL GROUP, LLC

6700 N. ORACLE RD., TUCSON, AZ 85704CRD# 1895198Firm CRD# 117428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bonnie Carole Courtney · TUCSON, AZ

Registration

CRD #1895198 · CAMBRIDGE FINANCIAL GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE FINANCIAL GROUP, LLC

Oct 2017 – present

CETERA ADVISORS LLC

Feb 2012 – Nov 2017

TUCSON, AZ

PACIFIC WEST FINANCIAL CONSULTANTS INC

Sep 2007 – Feb 2012

RENTON, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 5, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIDGE FINANCIAL GROUP, LLC

CRD 117428 · SEC 801-110472

AUM

$469M

Regulatory assets under management

Employees

1,318 client accounts

Services offered by CAMBRIDGE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMBRIDGE FINANCIAL GROUP, LLC →

Introduction

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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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