Lenay Anne Courtwright
Advisor at Ameriprise — Paramus, NJ The Atrium
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
25 years
Location
Paramus, NJ 07652-2647
Ameriprise
Institution
Lenay Courtwright is a financial advisor with Ameriprise in Westwood, NJ, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Outside of her advisory role, she is employed as a sales person at a retail loft in Paramus Park Mall. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendation reports and a range of advisory, brokerage, and insurance solutions through its affiliated companies.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Paramus, NJ The Atrium
The Atrium Ste 390, 80 E Rt 4
Paramus NJ 07652-2647
Advisors at this office
15
New Jersey
25 years of industry experience
Ameriprise
2020 - Present • 6 years
Paramus, NJ
Ameriprise Financial Services, Inc.
2000 - 2020 • 20 years
Paramus, NJ
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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