Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Andrew Cassidy is an Investment Advisor Representative with TCI Wealth Advisors, Inc.. Cody is registered with the state of Arizona and holds the Series 65 license. Cody is a Certified Financial Planner and has been in the industry since 2010. Cody has worked at TCI Wealth Advisors, Inc. since 2018 and previously worked at the University of Arizona Cancer Center and the Office of the Pima County School Superintendent. Cody specializes in financial planning, pension consulting, selection of other advisers and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
10/30/2018 - Present
TCI Wealth Advisors, Inc. (TUCSON AZ)
IA
Issued 10/29/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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