linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cody Lee Ward

Capital Analysts

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cody? Claim Your Profile

About Cody Lee Ward

Cody Ward is an investment advisor representative at Capital Analysts. Cody has been in the financial services industry since March 2, 2015. Cody is registered with the state of Massachusetts as an investment advisor representative (IAR) and is also a registered representative (RR). Cody previously worked at Citizens Securities, Inc. and NYLIFE Securities LLC.

Firm Information

Cody Ward is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cody Ward’s Registration & Firm History

MA

10/08/2019 - Present

Capital Analysts (Walpole MA)

MA

05/02/2016 - 10/02/2019

CITIZENS SECURITIES, INC. (BRIGHTON MA)

MA

10/04/2014 - 12/03/2015

NYLIFE SECURITIES LLC (WALTHAM MA)

Not sure if Cody Lee Ward is right for you?

Licenses & Designations

IA

Issued 01/29/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cody Lee Ward.
Not sure if Cody Lee Ward is right for you?