Courtney Cubbin has been an investment adviser representative at Woodward Financial Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners.
Woodward Financial Advisors, Inc. is a Chapel Hill, NC firm with $641M under management, 203 clients and 7 advisers in one office, as of its April 2026 filing.
- – present · under a yearChapel Hill, NC · Adviser representative · Firm CRD 150641
Investment adviser representative registrations
Courtney Cubbin is registered as an investment adviser representative in North Carolina, since December 2025.
- North CarolinaSince 11 December 2025
Examinations
No examinations are on Courtney Cubbin’s record.
- Full name
- Courtney Dorothy Cubbin
- CRD
- 8199449
- Firm
- Woodward Financial Advisors · CRD 150641
- Office
- 101 GLEN LENNOX DRIVE, SUITE 110, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Courtney Cubbin work?
Courtney Cubbin is an investment adviser representative registered through Woodward Financial Advisors, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Courtney Cubbin a financial advisor?
Yes. Courtney Cubbin has a current investment-adviser registration in North Carolina, through Woodward Financial Advisors since December 2025.
How many years of experience does Courtney Cubbin have?
Courtney Cubbin has 0 years in the financial industry, since December 2025, across 1 adviser firm.
Where is Courtney Cubbin based?
Courtney Cubbin’s registered office is in Chapel Hill, NC.
Is Courtney Cubbin registered with FINRA?
No. Courtney Cubbin has no current broker registration.
How can I verify Courtney Cubbin’s record?
Search CRD 8199449 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtney Cubbin’s full registration record.
