Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Richard Hall is a registered investment advisor representative with Trajan Wealth, LLC. Cody has been in the financial services industry for over 8 years and holds a Series 65 license. Cody is also a Chartered Financial Analyst. Cody is based in Austin, Texas, and is licensed to provide investment advice in Texas. Cody works with individuals, families, and trusts to help them achieve their financial goals. Trajan Wealth, LLC, is an SEC registered investment adviser headquartered in Scottsdale, Arizona. The firm offers financial planning, investment management, and other advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1031 advisory fees
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AZ
11/01/2022 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
IA
Issued 09/26/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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