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Cody Orville Brooks

Newedge Advisors

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About Cody Orville Brooks

Cody Orville Brooks is a financial advisor who has been in the industry since June 2022. He is currently registered with Newedge Advisors as a Registered Representative and Investment Advisor Representative in North Dakota and Texas. Cody Orville Brooks is also registered as a Registered Representative in Arizona, Minnesota, and North Dakota. Cody Orville Brooks specializes in providing investment advisory services through Newedge Advisors. Cody Orville Brooks has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Cody Orville Brooks holds the Series 66, Series 7TO and SIE exams.

Firm Information

Cody Brooks is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Cody Brooks’s Registration & Firm History

LA

01/02/2024 - Present

Newedge Advisors (NEW ORLEANS LA)

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Licenses & Designations

BOTH

Issued 07/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cody Orville Brooks.
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