Cody Baldwin (CRD# 7255073) is an Investment Advisor Representative working at Copper Beech Financial Group, LLC in Moorestown, NJ and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Portfolios Financial Services, Inc. | Moorestown, NJ | May 2023 - Current | 1 |
| Atlantic District Officials | Philadelphia, PA | Jun 2021 - Current | 2 |
| Copper Beech Financial Group | Moorestown, NJ | Mar 2020 - Current | 4 |
| Temple University Housing And Residential Life | Philadelphia, PA | May 2019 - Aug 2020 | 1 |
| Temple University Campus Recreation | Philadelphia, PA | May 2018 - Jan 2020 | 1 |
| Seacoast Hockey Officials | Londodnerry, NH | Aug 2016 - Jan 2020 | 3 |
| Great Brook Officials Association | Londonderry, NH | Aug 2014 - Jan 2020 | 5 |
| Team Tringali, Bhhs, Verani Realty | Londonderry, NH | May 2018 - Aug 2018 | < 1 |
| Canobie Lake Park | Salem, NH | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NJ
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$511,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, NC, NJ, PA, PR, WY
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