Cody Stansell (CRD# 5818858) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 5 years of experience in the finance industry. Cody Stansell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Sagespring Wealth Partners | Frisco, TX | Nov 2022 - Current | 1 |
Stansell Wealth Team | Frisco, TX | Dec 2021 - Current | 2 |
Southwestern Investment Advisory Services | Frisco, TX | May 2021 - Current | 3 |
Southwestern Investment Group | Frisco, TX | May 2021 - Current | 3 |
Southwestern Investment Group / Advisory Services | Frisco, TX | May 2019 - Current | 5 |
Raymond James Financial Services, Inc. | Frisco, TX | Dec 2018 - Current | 5 |
Waterworth Wealth Advisors | Grapevine, TX | Dec 2016 - Dec 2018 | 2 |
Unemployed | Dallas, TX | Oct 2016 - Dec 2016 | < 1 |
High Ground Advisors | Dallas, TX | Oct 2015 - Oct 2016 | 1 |
Plains Capital Bank | Lubbock, TX | Jul 2013 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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