Wesley Coody (CRD# 4890152) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mobile, AL and has over 18 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2020 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2020 - Current | 3 |
| C2 Wealth Strategies | Mobile, AL | Aug 2010 - Current | 13 |
| Voya Financial Advisors | Mobile, AL | Sep 2014 - May 2020 | 5 |
| Voya Financial Advisors | Mobile, AL | Sep 2014 - May 2020 | 5 |
| Ing Financial Partners, Inc. | Mobile, AL | Jan 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- AL
- TX
-
Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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