Kodie Fridley (CRD# 6336284) is an Investment Advisor Representative working at Independent Financial Partners in Bonita Springs, FL and has 3 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Naples, FL | Feb 2018 - Current | 6 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Feb 2018 - Current | 6 |
| Independent Financial Partners | Bonita Springs, FL | Jun 2016 - Feb 2018 | 1 |
| Lpl Financial LLC | Bonita Springs, FL | May 2015 - Feb 2018 | 2 |
| Rinaldi Wealth Management | Bonita Springs, FL | May 2014 - Apr 2015 | < 1 |
| Tropical Smoothie Cafe | Naples, FL | Jun 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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