Renae Cordwell (CRD# 7488155) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 4815526
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Cx Institutional, LLC | Auburn, IN | Jan 2022 - Current | 2 |
Jp Morgan Chase | Fort Wayne, IN | Aug 2021 - Dec 2021 | < 1 |
Baruch College | Queens, NY | Aug 2017 - Dec 2021 | 4 |
Osl Retail Services | Valley Stream, NY | Jun 2020 - Nov 2021 | 1 |
Concern Home Care | Queens, NY | Feb 2021 - Jul 2021 | < 1 |
Walmart | Uniondale, NY | Sep 2020 - Jun 2021 | < 1 |
True Human Hair | Queens, NY | May 2017 - Mar 2020 | 2 |
Queensborough Community College | Queens, NY | Jan 2014 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- IN
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Total Assets Under Management2,387MILLIONS
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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