Courtney Elizabeth Munoz
CFP®Professional Summary
Courtney Elizabeth Munoz, CFP®, who also goes by Courtney Elizabeth Audet, is a registered financial advisor currently at DAYBRIGHT SECURITIES, LLC located in Lakeland, Florida. Courtney is registered as a RR (Registered Representative) and started their career in finance in 2002. Courtney has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 26, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Courtney Elizabeth Audet
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
DAYBRIGHT SECURITIES, LLC | MIDAMERICA SECURITIES, LLC
Contact Information
Main Address
3003 S. Florida Ave. Suite 202, Lakeland, FL 33803Mailing Address
P.o. Box 149, Lakeland, FL 33802Phone Number
(855) 279-9603Established
Delaware since 11/06/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 2023About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Courtney Elizabeth Munoz's CRS (Customer Relationship Summary).
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