Courtney Paige Topham
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 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
12 years in the industry.
- LPL Financial LLCAug 2025 to now
- Versifi Private Wealth / LPL FinancialNov 2024 to now
- Psalm 344 dba Powerhour360Jul 2019 to Nov 2024
- Top Pot DoughnutsFeb 2019 to Jul 2019
- UnemployedJun 2018 to Feb 2019
- Center for Athletic Performance & Physical TherapyJan 2018 to May 2018
- Grand Canyon UniversityAug 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
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
- 7051761
- Firm CRD
- 6413