Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Washburn is an investment advisor representative with LPL Financial LLC, a firm with over $463 billion in assets under management. Cody has been in the financial services industry since 1999 and has a strong track record of providing financial guidance to individuals and businesses. Cody's focus is on helping clients achieve their financial goals through a variety of investment strategies. Cody has held previous roles at Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors LLC. Cody is registered to provide investment advisory services in California.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/27/2024 - Present
LPL Financial LLC (REDDING CA)
CA
08/07/2023 - 11/29/2023
LPL FINANCIAL LLC (ROSEVILLE CA)
CA
05/18/2018 - 10/22/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (REDDING CA)
CA
01/01/2008 - 05/22/2018
WELLS FARGO CLEARING SERVICES, LLC (REDDING CA)
CA
08/31/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (REDDING CA)
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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