Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Richmond is an Investment Advisor Representative at McAdam LLC. Cody is registered with the state of Pennsylvania and Texas and holds the Series 65 designation. Cody is a Certified Financial Planner and offers a wide range of financial planning services. Cody has been in the industry since 2018. The McAdam LLC firm has over 737 clients and over $1.7 Billion in Assets under Management.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
08/15/2022 - Present
McAdam LLC (PHILADELPHIA PA)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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