Cody Carpenter (CRD# 4428953) is an Investment Advisor Representative working at Planmember Securities Corporation in Mcdonough, GA and has over 22 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5947069
Edward Jones
CRD# 5438618
Invesco Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bms Financial, Insurance & Tax Services | Henderson, NV | Mar 2016 - Current | 8 |
| Retiremax, LLC | Atlanta, GA | Dec 2013 - Current | 10 |
| Financial U Llc Dba Abc Educational Services | Atlanta, GA | Jul 2003 - Current | 20 |
| Planmember Securities Corporation | Carpinteria, CA | Jul 2001 - Current | 22 |
| Onion Creek Club | Austin, TX | May 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
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- Commissions
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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