Cody Reaves (CRD# 7032707) is an Investment Advisor Representative working at Lnw in Seattle, WA and has over 4 years of experience in the finance industry. Cody Reaves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laird Norton Wealth Management | Seattle, WA | Jul 2022 - Current | 1 |
| Laird Norton Wealth Management | Seattle, WA | Nov 2019 - Jul 2022 | 2 |
| Wells Fargo Clearing Services, LLC | Bellevue, WA | Oct 2018 - Nov 2019 | 1 |
| Wells Fargo Bank | Bellevue, WA | Oct 2018 - Nov 2019 | 1 |
| Wells Fargo Private Bank | Seattle, WA | Jun 2017 - Oct 2018 | 1 |
| Wells Fargo Private Bank | Bellevue, WA | Sep 2014 - Jun 2017 | 2 |
| Key Private Bank | Bellevue, WA | Aug 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- WA
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Total Assets Under Management4,634MILLIONS
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Total Number of Accounts2,613ACCOUNTS
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Average Account Value$1,773,410
- 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 pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, ID, MA, MI, NY, OR, PA, TX, UT, WA
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