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Chief Compliance Officer · Andina Advisors

Courtney J. Valdez

CRD 8211624 · Named on Form ADV at one SEC-registered adviser

At a glance

Andina Advisors, an SEC-registered wealth manager based in Logan, UT with $1.3 billion in regulatory assets, lists Courtney J. Valdez on its Form ADV as Chief Compliance Officer.

Firms and roles

  • Andina AdvisorsChief Compliance OfficerWealth manager · Logan, UT · $1.3B in regulatory assets

AtlasMembers

Courtney’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Courtney’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.