Courtney Lynn Durham
Investment adviser representative at Rockwood Wealth Management, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.9BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Rockwood Wealth Management, LLCFeb 2018 to now
- Merrill LynchJan 2017 to Dec 2017
- Hatboro- Horsham School DistrictSep 2007 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Rockwood Wealth Management, LLC
$2.9BAssets managed
971Clients
45Advisers
17 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
- 6664554
- Firm CRD
- 137481