Cody Albrecht (CRD# 6021018) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 7 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
J.w.cole Financial, Inc. | Tampa, FL | Oct 2017 - Current | 6 |
J.w. Cole Advisors, Inc. | Tampa, FL | Oct 2017 - Current | 6 |
Arkkc Entertainment | Pleasant Valley, NY | Oct 2013 - Current | 10 |
Valley Investment Planning | Redhook, NY | Jan 2012 - Current | 12 |
Prestige Management | New York, NY | May 2011 - Current | 12 |
National Planning Corporation | Red Hook, NY | Jan 2015 - Oct 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- NY
-
Total Assets Under Management5,736MILLIONS
-
Total Number of Accounts25,612ACCOUNTS
-
Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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