Cody Mann (CRD# 7339789) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has 1 year of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fintrust Capital Advisors, LLC | Greenville, SC | Feb 2023 - Current | 1 |
| Lpl Financial Holdings, Inc. | Fort Mill, SC | Jul 2021 - Feb 2023 | 1 |
| Associate Staffing | Charlotte, NC | Feb 2021 - Jul 2021 | < 1 |
| Chipotle Mexican Grill, Inc. | Clemson, SC | Jan 2021 - Feb 2021 | < 1 |
| The Taylor Park Of Central | Central, SC | May 2020 - Dec 2020 | < 1 |
| Unemployed Student | Clemson, SC | Mar 2020 - May 2020 | < 1 |
| Mcdonald's Corporation | Clemson, SC | Jan 2020 - Mar 2020 | < 1 |
| The Alumni Restaurant | Clemson, SC | Mar 2019 - Nov 2019 | < 1 |
| Wells Fargo Bank, N.a. | Clemson, SC | May 2019 - Jul 2019 | < 1 |
| Unemployed Student | Clemson, SC | Aug 2017 - Mar 2019 | 1 |
| Racing Metal LLC | York, SC | May 2017 - Aug 2017 | < 1 |
| Unemployed Student | Clemson, SC | Aug 2016 - May 2017 | < 1 |
| Racing Metal LLC | York, SC | Jul 2015 - Aug 2016 | 1 |
| Unemployed Student | Clover, SC | Jan 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- SC
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Total Assets Under Management1,744MILLIONS
-
Total Number of Accounts1,968ACCOUNTS
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Average Account Value$886,155
- 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 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, FL, GA, LA, OR, SC, TX
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