Cody Smith (CRD# 7245840) is an Investment Advisor Representative working at Edward Jones in Rehoboth Beach, DE and has over 3 years of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2020 - Current | 4 |
| Cape Henlopen School District | Lewes, DE | Aug 2011 - Apr 2020 | 8 |
| Nalu Surf Bar | Dewey Beach, DE | Jun 2019 - Sep 2019 | < 1 |
| Rusty Rudder | Dewey Beach, DE | May 2012 - Sep 2018 | 6 |
| University Of Delaware | New Castle, DE | Sep 2010 - Dec 2016 | 6 |
| Crooked Hammock Brewery | Lewes, DE | Nov 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- DE
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- 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)
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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