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Joseph Scott Codrick

Chapel Hill Investment Analysts Inc.

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About Joseph Scott Codrick

Joseph Codrick is an investment advisor representative at Chapel Hill Investment Analysts Inc. Joseph has been in the industry since 1983 and is currently registered with the state of Pennsylvania. Joseph is a Series 6, 7, 24, 27, and 63 licensed professional. Joseph has previously worked at Trustmont Financial Group, Inc. and Eastman Banks & Dolan, Inc.. Chapel Hill Investment Analysts Inc. provides portfolio management for individuals, selection of other advisors, and financial planning to individuals and high-net-worth individuals.

Firm Information

Joseph Codrick is currently registered with Chapel Hill Investment Analysts Inc.. Chapel Hill Investment Analysts Inc. is an investment advisor headquartered in GREENSBURG, PA. The firm has 2 licensed agents, 3 investment adviser representatives, and manages approximately $323.22 million in assets. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals. Services include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.
Chapel Hill Investment Analysts Inc.

126 MATHEWS STREET, SUITE 1600

GREENSBURG, PA 15601-6913

$323.22M

Assets Under Management

Not reported

Total Clients

3

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 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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percentage of assets

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

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Joseph Codrick’s Registration & Firm History

PA

02/20/2002 - Present

Chapel Hill Investment Analysts Inc. (GREENSBURG PA)

PA

09/16/1986 - 07/31/2008

TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)

NA

05/25/1984 - 08/26/1986

EASTMAN BANKS & DOLAN, INC.

NA

06/06/1983 - 06/05/1984

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 05/03/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1987

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/20/1986

Series 24 - General Securities Principal Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

BC

Issued 04/30/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Scott Codrick.
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