877 YGNACIO VALLEY ROAD Ste 220, Walnut Creek, CA, 94596
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Learn about disclosures →Courtney is an investment advisor representative with Proxy Freedom since August 2023 and a registered investment advisor with Proxy Freedom since January 2023. Courtney is also an insurance agent selling non-variable insurance since January 2023 and a registered representative with United Planners Financial Services, dedicating about half of her time to securities sales.