Bonnie Courtney has been Member, Chief Compliance Officer of Cambridge Financial Group since January 2021, is a control person of the firm and directly owns between 10% and 25% of it.
Cambridge Financial Group, LLC is a Tucson, AZ firm with $646M under management, 293 clients and 4 advisers in one office, as of its April 2026 filing.
Bonnie Courtney’s longest registration is the current one, 8 years at Cambridge Financial Group since 2017. Before joining Cambridge Financial Group in 2017, Bonnie Courtney was registered through Cetera Advisors LLC and Pacific West Financial Consultants Inc.
- – present · 8 yearsTucson, AZ · Adviser representative · Firm CRD 117428
- Cetera Advisors LLC– · 5 yearsTucson, AZ · Adviser representative · Firm CRD 10299
- Pacific West Financial Consultants Inc– · 4 yearsRenton, WA · Adviser representative · Firm CRD 108728
Investment adviser representative registrations
Bonnie Courtney is registered as an investment adviser representative in Arizona, since October 2017.
- ArizonaSince 30 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 November 2005 |
| Series 7 | General Securities Representative Examination | 24 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 February 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Bonnie Carole Courtney
- CRD
- 1895198
- Firm
- Cambridge Financial Group · CRD 117428
- Role
- Member, Chief Compliance Officer
- Office
- 6700 N. ORACLE RD., SUITE 324, Tucson, AZ 85704
- Registration
- Investment adviser registration
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Bonnie Courtney work?
Bonnie Courtney has been Member, Chief Compliance Officer of Cambridge Financial Group, LLC since January 2021, and is a control person of the firm.
Is Bonnie Courtney a financial advisor?
Yes. Bonnie Courtney has a current investment-adviser registration in Arizona, through Cambridge Financial Group since October 2017.
How many years of experience does Bonnie Courtney have?
Bonnie Courtney has 27 years in the financial industry, since April 1999, across 3 adviser firms.
What exams has Bonnie Courtney passed?
Bonnie Courtney has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in February 1993. FINRA credited Bonnie Courtney with the SIE, which began in October 2018.
Where did Bonnie Courtney work before Cambridge Financial Group?
Before Cambridge Financial Group, Bonnie Courtney was registered through Pacific West Financial Consultants Inc, September 2007 to February 2012.
Where is Bonnie Courtney based?
Bonnie Courtney’s registered office is in Tucson, AZ.
Is Bonnie Courtney registered with FINRA?
No. Bonnie Courtney has no current broker registration.
How can I verify Bonnie Courtney’s record?
Search CRD 1895198 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bonnie Courtney’s full registration record.