Cody OwensCRD Number: 6862345
Current Firm: Touchstone Advisors Inc.
Cody Owens (CRD# 6862345) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Renaissance Investment Management
|Touchstone Securities, Inc.||Cincinnati, OH||Feb 2018 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Mitchell, KY||Sep 2017 - Feb 2018||< 1|
|Nepc, LLC||Las Vegas, NV||Apr 2014 - Sep 2017||3|
|Unemployed||Alexandria, KY||Jan 2014 - Mar 2014||< 1|
|Xpress Valet, LLP||Lexington, KY||Aug 2012 - Jan 2014||1|
|University Of Kentucky||Lexington, KY||Aug 2009 - Dec 2013||4|
|Us Postal Service||Cincinnati, OH||Jul 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management34,632MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$961,999,570
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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