Courtney L. Joyner

SORENSON IMPACT ADVISORY

Dallas, TX

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CRD#: 6222067

Professional summary

Courtney Lavin Joyner, CFP®, who also goes by Courtney Joyner Gage, is a registered financial advisor currently at SORENSON IMPACT ADVISORY located in Dallas, Texas.

Courtney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Courtney has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Courtney Joyner Gage

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.

Ms. Joyner is the Dean of Values-Based Investing at the Purposeful Planning Institute, a nonprofit learning center and professional networking platform for advisors serving families. This is an unpaid position requiring approximately 2 hours per month. Ms. Joyner is also providing temporary transitional services to her previous advisory firm in connection with the orderly wind-down of that firm’s client relationships and advisory operations, which is administrative in nature.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Courtney Lavin Joyner'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 12, 2026 - Present

SORENSON IMPACT ADVISORY

RIA

CRD#: 324124

Dallas, TX

Past

March 26, 2025 - May 1, 2026

ALIGN IMPACT, LLC

RIA

CRD#: 176516

Dallas, TX

Past

December 5, 2013 - August 25, 2015

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

NEW YORK, NY

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".

SORENSON IMPACT ADVISORY

SORENSON IMPACT | SORENSON IMPACT ADVISORY, LLC | SORENSON IMPACT ADVISORY

CRD#: 324124 / SEC#: 801-127087

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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

Utah
(8/12/2026)

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

Series 63

Date: 2/18/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/25/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2013

General Securities Representative Examination

Current Firm

SORENSON IMPACT ADVISORY

SORENSON IMPACT | SORENSON IMPACT ADVISORY, LLC | SORENSON IMPACT ADVISORY

CRD#: 324124 / SEC#: 801-127087

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

6330 S 3000 E - Suite 630, Salt Lake City, UT 84121

Mailing Address

Phone number

(801) 877-0915

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SORENSON IMPACT ADVISORY LLC - FORM ADV PART 2A (FINAL) (8/27/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 232,838,630

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 L. Joyner

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Courtney Lavin Joyner's CRS (Customer Relationship Summary).

Certified licenses

Experience

SORENSON IMPACT ADVISORY

ALIGN IMPACT, LLC

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

SORENSON IMPACT ADVISORY

State Registrations and Notice Filings

Exams

Series 63

Date: 2/18/2014

SIE

Date: 8/25/2015

Series 7

Date: 12/5/2013

Current Firm

SORENSON IMPACT ADVISORY

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SORENSON IMPACT ADVISORY

TRUST BUT VERIFY

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