Invested Better
Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed

Arlington Financial Advisors, LLC | CFP ® (Certifications)

location

SANTA BARBARA, CA

0 Disclosures

ADVISOR BIO

Cody Makela is an Investment Advisor Representative with Arlington Financial Advisors, LLC. Cody has been in the financial industry since December 2010. Cody is registered with the state of California. Cody holds the Series 7, Series 9, Series 10 and SIE licenses. Cody is a CERTIFIED FINANCIAL PLANNER™. Cody has experience working with individuals and retirement plans. Cody is a dedicated financial professional who is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

First Foundation Advisors

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Cody Columna is an investment advisor representative with First Foundation Advisors. Cody is registered to provide investment advisory services in California. Cody has been in the financial services industry since 2014. Cody specializes in providing financial planning, portfolio management for individuals, portfolio management for investment companies, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Cody Brannon Moore is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Cody is registered in Georgia, Texas, Florida, Mississippi and New Jersey. Cody has been in the financial industry since 2020. Cody has a strong background in financial planning, portfolio management and consulting. Cody also has experience working with high-net-worth individuals, corporations and other businesses. Prior to joining LPL Financial LLC, Cody worked at Triad Advisors LLC. Cody is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

REDDING, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Cody Washburn is an investment advisor representative with LPL Financial LLC, a firm with over $463 billion in assets under management. Cody has been in the financial services industry since 1999 and has a strong track record of providing financial guidance to individuals and businesses. Cody's focus is on helping clients achieve their financial goals through a variety of investment strategies. Cody has held previous roles at Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors LLC. Cody is registered to provide investment advisory services in California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

HFG Advisors, Inc. | CFP ® (Certifications)

location

Gilroy, CA

0 Disclosures

ADVISOR BIO

Cody Beaumont is a financial planner and investment advisor representative at HFG Advisors, Inc. Cody Beaumont has been in the industry since 2011 and holds the Certified Financial Planner designation. Cody Beaumont's firm, HFG Advisors, Inc, provides a wide range of financial advisory services to individuals, businesses, and trusts. Cody Beaumont works primarily with individuals and high-net-worth individuals. Cody Beaumont provides financial planning, portfolio management, pension consulting, and selection of other advisors. Cody Beaumont also conducts educational seminars. Cody Beaumont is registered with the states of California and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

GRASS VALLEY, CA

experience

8 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Cody Fitting is a financial advisor registered with Edward Jones. Cody has been working in the financial services industry since 2016 and has earned both Series 6 and Series 7 licenses as well as passing the Uniform Securities Agent State Law Examination and Uniform Combined State Law Examination. In addition to Edward Jones, Cody has previous experience with J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. Cody specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

INDIAN WELLS, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Cody Finley is a registered representative with UBS Financial Services Inc. Cody has been in the financial services industry since August 2018. Cody holds the Series 66, Series 7 and SIE licenses. Cody is registered to provide investment advice in 34 states. Cody is based in the Indian Wells, California branch of UBS Financial Services Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Ameritas Advisory Services, LLC

location

Ontario, CA

0 Disclosures

ADVISOR BIO

Cody Darrow is an investment advisor representative with Ameritas Advisory Services, LLC. Cody has been in the industry since 2022. Cody is registered with the states of California and Texas. Cody specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

LIVERMORE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Cody Fawbush is a financial advisor with Cetera Investment Advisers LLC in Livermore, California. Cody has been in the financial services industry since 2022. Cody holds the Series 7 and Series 66 licenses. Cody's previous experience includes positions at CUSO Financial Services, LP, and UNCLE Credit Union. Cody is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative. In addition to his financial services career, Cody works part-time at Chick-fil-A. Cody's specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Roseville, CA

0 Disclosures

ADVISOR BIO

Cody Boring is a registered Investment Advisor Representative (IAR) with CWM, LLC. Cody has been in the financial services industry since 2020. Cody is registered with the state of California and holds the Series 65 license and the SIE. Cody works at the Roseville, California branch of CWM, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

Need help matching

with the right advisor?