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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Brandon Johnson is a financial advisor with Arvest Wealth Management, based in Broken Arrow, OK. Cody has been in the industry since March 2022, previously working with Farmers Financial Solutions, LLC. Cody holds Series 7, 63, 66 and 24 licenses and specializes in financial planning, portfolio management, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
OK
01/05/2024 - Present
Arvest Wealth Management (Broken Arrow OK)
OK
01/31/2022 - 07/29/2022
FARMERS FINANCIAL SOLUTIONS, LLC (BEGGS OK)
BOTH
Issued 11/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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