Courtney C. Boatright
Professional summary
Courtney Curtis Boatright, who also goes by Courtney Nicole Curtis, Courtney Prince, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Brentwood, Tennessee and BANKERS LIFE SECURITIES, INC. located in Brentwood, Tennessee.
Courtney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Courtney has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Courtney Curtis Boatright's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 29, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1600 West Gate Circle Ste 250, Brentwood, TN 37027February 24, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1600 West Gate Circle Suite 250, Brentwood, TN 37027Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/14/2024)
(5/15/2025)
(10/20/2025)
(1/9/2023)
(5/9/2023)
(11/4/2024)
(3/29/2022)
(3/29/2022)
Exams
Series 7TO
Date: 2/24/2022
General Securities Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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