Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Foster is a financial advisor with LPL Financial LLC. Cody is a registered representative in Arkansas, California, Colorado, and Missouri and is also a registered investment advisor in these states. Cody has been in the financial services industry since February 13, 2012. Cody holds the Series 7 and Series 66 licenses and the SIE exam. Previous to joining LPL Financial LLC, Cody worked at Investment Centers of America, Inc., Dynasty Capital Partners, Inc., and Ameriprise Financial Services, Inc. Cody specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, families, and businesses.
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.
1
2
CO
11/29/2017 - Present
LPL Financial LLC (CONIFER CO)
CO
01/07/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (EVERGREEN CO)
MO
05/13/2013 - 12/02/2015
LPL FINANCIAL LLC (SALEM MO)
CO
03/09/2012 - 05/08/2013
DYNASTY CAPITAL PARTNERS, INC. (GREENWOOD VILLAGE CO)
CO
01/26/2006 - 03/29/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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