Courtney A. Linstra

KESTRA INVESTMENT SERVICES

Tinton Falls, NJ 07753

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CRD#: 4056934

Professional summary

Courtney A Linstra, who also goes by Courtney O Brien, Courtney Anne Obrien, is a registered financial professional currently at KESTRA INVESTMENT SERVICES, LLC located in Tinton Falls, New Jersey.

Courtney is registered as a RR (Registered Representative) and started their career in finance in 2003. Courtney has worked at 6 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Courtney O Brien | Courtney Anne Obrien

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) - BD

Click below to view Courtney A Linstra'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 29, 2024 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 4000 Route 66 Suite 123b, Tinton Falls, NJ 07753

CRD#: 42046

Tinton Falls, NJ

Past

January 19, 2024 - November 2, 2024

OSAIC WEALTH, INC.

CRD#: 23131

TINTON FALLS, NJ

Past

July 18, 2018 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

TINTON FALLS, NJ

Past

November 11, 2009 - August 8, 2018

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

WALL, NJ

Past

December 1, 2005 - November 4, 2009

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

NEW YORK, NY

Past

September 12, 2003 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046 / SEC#: , 8-49672

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

5707 Southwest Parkway 2-125, Austin, TX 78746

Mailing Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone number

(844) 553-7872

Established

Texas since 09/01/2014

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

Name	Position	CRD#
KESTRA FINANCIAL, INC	SOLE MEMBER
AMORE, JOHN VINCENT	PRESIDENT	5430932
CHESTER, KRISTEN LAWLESS	CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT	6896952
KANT, VINAY	CHIEF DIGITAL TECHNOLOGY OFFICER	7976827
PEDLOW, MICHAEL ROSS	CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT	4871563
POER, JAMES LYNN	CHIEF EXECUTIVE OFFICER	1983357
SCHOENBECK, MARK PAUL	EXECUTIVE VICE PRESIDENT	2625829
YIN, YIN	CONTROLLER	3219513
ZEGERS, SCOTT MATTHEW	CHIEF FINANCIAL OFFICER	4831659

Disclosures

Regulatory Event	14
Arbitration	2

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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Courtney A. Linstra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Courtney A Linstra's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

FRANKLIN DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2003

FINRA

Current Firm

KESTRA INVESTMENT SERVICES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

KESTRA INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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