Unclaimed
Cody Chapman is a financial advisor currently registered with Thompson Siegel & Walmsley LLC. Cody has been in the industry since July 2010 and has been registered as an investment advisor representative in Virginia since January 2024 and in Georgia since January 2024. Cody is a Chartered Financial Analyst and has passed the Series 65 exam. Cody has worked at Callan Associates LLC, Punch & Associates Investment Management, Inc., and Thompson Siegel & Walmsley LLC.
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.
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.
Strategic management for diversified investment portfolios.
Unified managed accounts
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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VA
01/02/2024 - Present
Thompson Siegel & Walmsley LLC (RICHMOND VA)
IA
Issued 12/05/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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