Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Matthew Lewallen is a financial advisor with MMA Securities LLC and MMA Asset Management LLC. Cody is licensed in multiple states and has a Series 65 license. Cody has experience in the financial services industry, with previous roles at High Point Bank & Trust Company, SignatureFD Wealth Management, Old North State Trust, LLC, LPL Financial LLC, and Marsh McLennan Agency. Cody is a Certified Financial Planner and offers advisory services to retirement plan participants.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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NC
01/17/2024 - Present
MMA Securities LLC (Charlotte NC)
IA
Issued 10/30/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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