Cody Diamore (CRD# 6364842) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years 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 |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Dec 2014 - Current | 9 |
Mcadam, LLC | Philadelphia, PA | Oct 2014 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2014 |
S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- PA
- TX
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Total Assets Under Management1,739MILLIONS
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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