Cody Martin, financial advisor San Francisco CA

Cody Martin

CRD Number: 6248233
Current Firm: Valmark Advisers, Inc.

Cody Martin (CRD# 6248233) is an Investment Advisor Representative working at Valmark Advisers, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Nov 2019 - Current 1
Valmark Securities, Inc. Akron, OH Nov 2019 - Current 1
Sdm Advisors, LLC San Francisco, CA Apr 2019 - Current 2
Cody Martin Golf, LLC Cincinnati, OH Sep 2014 - Apr 2019 4
Unemployed Fort Mitchell, KY Jul 2014 - Sep 2014 < 1
University Of Kentucky Lexington, KY Jul 2009 - Jun 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
S63 Uniform Securities State Law Examination Nov 2019
Contact Info for Cody A. Martin
Phone Number: 800-765-5201
Registered State(s):
  • AZ
  • CA
  • IL
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    6,318
    MILLIONS
  • Total Number of Accounts
    11,577
    ACCOUNTS
  • Average Account Value
    $545,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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