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Ryan Marshall Codrick

Chapel Hill Investment Analysts Inc.

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About Ryan Marshall Codrick

Ryan Codrick is a financial advisor with Chapel Hill Investment Analysts Inc. Ryan specializes in providing financial planning services to individuals and families. Ryan is also experienced in providing pension consulting. Ryan has worked with both individuals and families and has over 14 years of experience in the financial services industry. Ryan is registered with the state of Pennsylvania and holds the Series 65 license.

Firm Information

Ryan 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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Ryan Codrick’s Registration & Firm History

PA

09/10/2018 - Present

Chapel Hill Investment Analysts Inc. (GREENSBURG PA)

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Licenses & Designations

IA

Issued 09/10/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Marshall Codrick.
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