Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Lee Calvin is an Investment Advisor Representative registered with Fisher Investments. Cody has been in the financial services industry since May 2016 and joined Fisher Investments in March 2021. Cody is registered in Texas and Washington to provide investment advice. Cody holds the Series 65 license and the SIE exam. Cody specializes in providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/26/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 06/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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