Cody Murray (CRD# 6717656) is an Investment Advisor Representative working at Stillwater Financial in Stillwater, OK and has over 7 years of experience in the finance industry. Cody Murray 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# 5534131
Transamerica Financial Advisors, Inc.
CRD# 6456926
Avantax Advisory Services
CRD# 5166654
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stillwater Financial Services | Stillwater, OK | Feb 2022 - Current | 2 |
| Bivin & Associates, Inc. | Ponca City, OK | Aug 2021 - Feb 2022 | < 1 |
| Aquire Wealth Advisors, Llc Dba Dentist Advisors | South Jordan, UT | Sep 2018 - Jul 2021 | 2 |
| Ward Wealth Management Services | Stillwater, OK | Oct 2017 - Aug 2018 | < 1 |
| Farmers Financial Solutions | Stillwater, OK | Oct 2016 - Sep 2017 | < 1 |
| Farmers Insurance | Stillwater, OK | Jul 2015 - Sep 2017 | 2 |
| Oklahoma State University | Stillwater, OK | Oct 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
| S63 | Uniform Securities State Law Examination | Nov 2016 |
- LA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$456,904
- 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
LA, OK
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