Bonnie C. Courtney

CAMBRIDGE FINANCIAL GROUP

Tucson, AZ 85704

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CRD#: 1895198

Professional summary

Bonnie Carole Courtney, who also goes by Bonnie Carole Bevacqua, Bonnie Bevacqua, Bonnie Courtney, is a registered financial advisor currently at CAMBRIDGE FINANCIAL GROUP, LLC located in Tucson, Arizona.

Bonnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Bonnie has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bonnie Carole Bevacqua | Bonnie Bevacqua | Bonnie Courtney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonnie Carole Courtney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 30, 2017 - Present

CAMBRIDGE FINANCIAL GROUP, LLC

Office #1: 6700 N. Oracle Rd. Suite 324, Tucson, AZ 85704

RIA

CRD#: 117428

Tucson, AZ

Past

February 28, 2012 - November 7, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

TUCSON, AZ

Past

February 28, 2012 - November 7, 2017

CETERA ADVISORS LLC

CRD#: 10299

TUCSON, AZ

Past

September 5, 2007 - February 28, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

August 30, 2007 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

LAKE OSWEGO, OR

Past

October 25, 2005 - September 7, 2007

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

Past

July 29, 1994 - September 10, 1996

DOMINION CAPITAL CORPORATION

CRD#: 18837

DALLAS, TX

Past

January 11, 1993 - July 20, 1994

VALLEY NATIONAL INVESTMENTS, INC.

CRD#: 16715

BETHLEHEM, PA

Past

December 20, 1988 - November 18, 1991

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 20, 1988 - November 18, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAMBRIDGE FINANCIAL GROUP, LLC

CAMBRIDGE FINANCIAL GROUP, LLC | MARCHAND, PENNY BOONE

CRD#: 117428 / SEC#: 801-110472

RIA

Registered Investment Advisory firm - (4/24/2017 Approved)

Arizona

Registered Investment Advisory firm - (5/30/2017 Terminated)

California

Registered Investment Advisory firm - (6/29/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(10/30/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/18/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/8/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/7/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/24/2005

General Securities Representative Examination

Current Firm

CAMBRIDGE FINANCIAL GROUP, LLC

CAMBRIDGE FINANCIAL GROUP, LLC | MARCHAND, PENNY BOONE

CRD#: 117428 / SEC#: 801-110472

RIA

Registered Investment Advisory firm - (4/24/2017 Approved)

Arizona

Registered Investment Advisory firm - (5/30/2017 Terminated)

California

Registered Investment Advisory firm - (6/29/2017 Terminated)

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Contact information

Main Address

6700 N. Oracle Rd. Suite 324, Tucson, AZ 85704

Mailing Address

Phone number

(520) 531-0550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CFG ADV PART 2A ANNUAL AMENDMENT V.01.23.25 (1/23/2025)

Regulatory assets under management

Total Number of Accounts	1,372
AUM (Assets Under Management)	$ 538,870,193

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bonnie C. Courtney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonnie Carole Courtney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

WORLD GROUP SECURITIES, INC.

DOMINION CAPITAL CORPORATION

VALLEY NATIONAL INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CAMBRIDGE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2005

Series 63

Date: 2/8/1993

SIE

Date: 11/7/2017

Series 7

Date: 10/24/2005

Current Firm

CAMBRIDGE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMBRIDGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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