Courtney Leigh Walker

Sage Advisory Services LTD CO

9 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningSocially Responsible Investing

Sage Advisory Services LTD CO

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

39 advisors

Number of Clients

12,206 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$25.0B

Fee Structure

Minimum Investment:$75K

Financial Planning:Investment management only

Location

5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

May 2018

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Sage Advisory Services LTD CO

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

Raymond James & Associates, INC.Broker

October 2019 - April 2022 · 2 yrs 6 mos

Carillon Fund Distributors, INC.Broker

August 2016 - August 2019 · 3 yrs

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.