Courtney Neben Davis
Investment adviser representative at Edelman Financial Engines
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Edelman Financial EnginesSep 2026 to now
- Schwab Wealth Advisory, Inc.Apr 2024 to Sep 2026
- Charles Schwab & Co., Inc.Oct 2012 to Sep 2026
- Schwab Private Client Investment Advisory, Inc.Oct 2012 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CO).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4139547
- Firm CRD
- 104510