Waverly Advisors
47yrs
Top advisor by experience in Birmingham
2yrs
Celeste Courtney has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Birmingham, Alabama. Celeste joined Lanark Financial in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office1927 1st Avenue North, Birmingham, AL 35203
FirmLanark Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$449,819
Advisors at the firm69
States licensed ?1 state
Services through Lanark Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowLanark Financial, Inc.Current firm
Contact Celeste
Local office(205) 421-2390Ask for Celeste. (800) 521-9390Main office 1927 1st Avenue NorthBirmingham, AL 35203Office · Get directions Facebook pageLanark Financial
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Questions to ask Celeste
Tailored to Celeste’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Celeste
How do I contact Celeste?
Call Celeste’s local office at (205) 421-2390 or the Lanark Financial main office at (800) 521-9390, and ask for Celeste Courtney.
How long has Celeste been a financial advisor?
Celeste has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Celeste hold?
Series 66. Tap any license on this page to see what it allows.
Is Celeste a fiduciary?
Celeste is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Celeste paid?
Lanark Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Celeste for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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