Cody FarnesCRD Number: 5666076
Current Firm: Ameriprise Financial Services, LLC
Cody Farnes (CRD# 5666076) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gresham, OR and has 1 year of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|Ameriprise Financial Services, LLC||Gresham, OR||Jul 2021 - Current||< 1|
|Tried & True Coffee||Corvallis, OR||Aug 2020 - May 2021||< 1|
|Turn-key Marketing & Promotions||Corvallis, OR||Mar 2019 - Jul 2020||1|
|Shop Training||Corvallis, OR||Oct 2014 - Jan 2019||4|
|Harding University||Searcy, AR||Aug 2012 - Sep 2014||2|
|La Salle High School||Milwaukie, OR||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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