Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Ryan Kilpatrick is a financial advisor with Ameriprise Financial Services, LLC. Cody has been in the financial services industry since 2009. Cody is a CERTIFIED FINANCIAL PLANNER™ professional. Cody is registered to provide investment advice in Texas. Cody is licensed to sell securities in Texas. Cody is also registered with FINRA as a Registered Representative. Cody has worked with a number of firms in the past, including VANGUARD MARKETING CORPORATION, CHARLES SCHWAB & CO., INC., USAA FINANCIAL ADVISORS, INC., and EDWARD JONES.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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2
TX
02/23/2024 - Present
Ameriprise Financial Services, LLC (Mont Belvieu TX)
TX
08/22/2022 - 02/27/2024
VANGUARD MARKETING CORPORATION (Plano TX)
TX
05/23/2020 - 08/09/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
04/21/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
AZ
03/15/2012 - 03/27/2014
EDWARD JONES (TEMPE AZ)
TX
03/17/2008 - 10/12/2010
EDWARD JONES (DALLAS TX)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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