Cody BarnerCRD Number: 6752800
Current Firm: Lincoln Financial Advisors Corporation
Cody Barner (CRD# 6752800) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Diego, CA and has over 3 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lincoln Financial Advisors||San Diego, CA||Aug 2018 - Current||3|
|Lincoln Financial Advisors||San Diego, CA||Jul 2017 - Aug 2018||1|
|Full-time Education||San Diego, CA||Aug 2014 - May 2018||3|
|Liberty Mutual Insurance||Pittsburgh, PA||Jun 2017 - Aug 2017||< 1|
|Jersey Shore State Bank||Lock Haven, PA||Jun 2013 - Aug 2017||4|
|Reliant Funding||San Diego, CA||Sep 2016 - Nov 2016||< 1|
|Sungevity||San Diego, CA||Sep 2015 - Feb 2016||< 1|
|Unemployed||Mill Hall, PA||Mar 2013 - Jun 2013||< 1|
|Cottage Family Restaurant||Mill Hall, PA||Oct 2012 - Mar 2013||< 1|
|Unemployed||Mill Hall, PA||Oct 1996 - Oct 2012||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management30,687MILLIONS
Total Number of Accounts91,866ACCOUNTS
Average Account Value$334,043
- 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
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, VT, WA, WI, WV, WY
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