Cody Daniels (CRD# 6093280) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 6 years of experience in the finance industry. Cody Daniels 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# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onyx Financial Advisors | Idaho Falls, ID | Aug 2021 - Current | 2 |
| Fidelity Investments | Salt Lake City, UT | Feb 2020 - Aug 2021 | 1 |
| Parkland Securities Company | Ann Arbor, MI | Mar 2019 - Feb 2020 | < 1 |
| Sigma Planning Corporation | Ann Arbor, MI | Mar 2019 - Feb 2020 | < 1 |
| Uma Financial Services, Inc. | Salt Lake City, UT | Jul 2018 - Feb 2019 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Aug 2018 | < 1 |
| Fidelity Brokerage Services, LLC | Salt Lake City, UT | Mar 2017 - Aug 2018 | 1 |
| Strategic Advisers LLC | Salt Lake City, UT | Apr 2018 - Jul 2018 | < 1 |
| Unemployed | Midvale, UT | Oct 2016 - Feb 2017 | < 1 |
| Yeske Buie | San Francisco, CA | Jun 2015 - Sep 2016 | 1 |
| Idaho Central Credit Union | Idaho Falls, ID | May 2014 - Jun 2015 | 1 |
| Idaho Central Credit Union | Chubbuck, ID | Apr 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- ID
- TX
-
Total Assets Under Management356MILLIONS
-
Total Number of Accounts898ACCOUNTS
-
Average Account Value$396,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
ID, TX, UT, WA
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