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Elizabeth Seigenthaler Courtney

LOCALSHARES INVESTMENTS, LLC·NASHVILLE, Tennessee
Clean recordLOCALSHARES INVESTMENTS, LLC
4535 HARDING PIKE, NASHVILLE, TN 37205CRD# 6198965Firm CRD# 167944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Seigenthaler Courtney · NASHVILLE, TN
Registration
CRD #6198965 · LOCALSHARES INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Seigenthaler Courtney is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with LOCALSHARES INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
LOCALSHARES INVESTMENTS, LLC
LOCALSHARES INVESTMENTS
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LOCALSHARES INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6198965
Firm CRD# 167944
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Seigenthaler Courtney offer?
Elizabeth Seigenthaler Courtney specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Elizabeth Seigenthaler Courtney's credentials?
Elizabeth Seigenthaler Courtney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Seigenthaler Courtney located?
Elizabeth Seigenthaler Courtney is based in NASHVILLE, Tennessee, working with LOCALSHARES INVESTMENTS, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Elizabeth Seigenthaler Courtney charge for services?
Elizabeth Seigenthaler Courtney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOCALSHARES INVESTMENTS, LLC?
LOCALSHARES INVESTMENTS, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LOCALSHARES INVESTMENTS, LLC

Iii Eldon Thoma
NASHVILLE, TN
Alexander Paul Bass
NASHVILLE, TN
Matthew Francis Hayes
NASHVILLE, TN
Carter Todd
NASHVILLE, TN
James Cornelius Phillips
NASHVILLE, TN
Margaret Dolan
NASHVILLE, TN

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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Research
Advisor Fees in TennesseeNational Fee Analysis
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