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Cody Joseph Absalon

Charles Schwab & CO., Inc.

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About Cody Joseph Absalon

Cody Joseph Absalon is an investment advisor representative with Charles Schwab & CO., Inc. Cody has been in the financial services industry since February 26, 2017 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as with the State of Oregon. Cody's current employment is with Charles Schwab & CO., Inc. in Bend, OR. Prior to this Cody held positions with Charles Schwab & CO., Inc. in Lone Tree, CO and Bend, OR. Cody is a Series 7 and 66 licensed representative and has a Series 63 license as well. Cody is a registered representative with the State of Oregon and is registered in 18 other states. Cody's main focus is financial planning, retirement planning, and college savings plans. Cody provides advisory services to individuals, families, and small businesses.

Firm Information

Cody Absalon is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Cody Absalon’s Registration & Firm History

OR

02/05/2020 - Present

Charles Schwab & CO., Inc. (Eugene OR)

OR

06/02/2017 - 04/24/2019

CHARLES SCHWAB & CO., INC. (BEND OR)

CO

03/30/2015 - 04/13/2016

CHARLES SCHWAB & CO., INC. (LONE TREE CO)

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Licenses & Designations

BOTH

Issued 06/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cody Joseph Absalon.
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