Cortnie Brooke Beaver
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCFeb 2026 to now
- Skye Financial SolutionsSep 2020 to now
- LPL Enterprise, LLCNov 2024 to Feb 2026
- The Prudentail Insurance Company of AmericaJan 2024 to Feb 2026
- Pruco Securities LLCJan 2024 to Nov 2024
- LPL Financial LLCJan 2023 to Nov 2023
- Ameriserv Trust and Financial ServicesDec 2022 to Nov 2023
- Thrivent Advisor Network, LLCFeb 2021 to Nov 2022
- Boston Institute of FinanceDec 2019 to Nov 2020
- LPL Financial LLCMar 2015 to Dec 2019
- Sterling Financial ManagementJun 2014 to Feb 2021
- Everlasting Love FloristJun 2010 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6348763
- Firm CRD
- 6413