Cody Rome, financial advisor Meridian ID

Cody Rome

CRD Number: 7079240
Current Firm: First Command Advisory Services

Cody Rome (CRD# 7079240) is an Investment Advisor Representative working at First Command Advisory Services in Meridian, ID and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Financial Planning, Inc. Fort Worth, TX Aug 2019 - Current 3
First Command Advisory Services, Inc. Fort, TX Aug 2019 - Current 3
First Command Insurance Service, In. Fort Worth, TX Aug 2019 - Current 3
First Command Financial Planning, Inc. Fort Worth, TX Mar 2019 - Aug 2019 < 1
U.s. Navy Castine, ME May 2017 - Jul 2019 2
U.s. Navy Pearl Harbor, HI Apr 2014 - May 2017 3
U.s. Navy Charleston, SC Aug 2012 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Cody B. Rome
Phone Number: 817-731-8621
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    18,869
    MILLIONS
  • Total Number of Accounts
    98,324
    ACCOUNTS
  • Average Account Value
    $191,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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