Courtney Dorothy Cubbin
Investment adviser representative at Woodward Financial Advisors, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$641.5MFirm 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
19 years in the industry.
- Woodward Financial Advisors, Inc.Apr 2023 to now
- Standish ManagementJul 2021 to Apr 2023
- Haverford CollegeAug 2017 to May 2021
- Full Time StudentSep 2007 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Woodward Financial Advisors, Inc.
$641.5MAssets managed
203Clients
6Advisers
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
- 8199449
- Firm CRD
- 150641