Courtney Leigh Walker
Investment adviser representative at Sage Advisory Services Ltd Co
10 yearsExperience
2 statesRegistered in
$28.4BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sage Advisory Services, Ltd Co.Apr 2022 to now
- Raymond James & AssociatesAug 2019 to Apr 2022
- Eagle Fund DistributorsJun 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Sage Advisory Services Ltd Co
$28.4BAssets managed
14,363Clients
42Advisers
30 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
- 6484857
- Firm CRD
- 106236