Christian Cody, financial advisor Tecumseh OK

Christian Cody

CRD Number: 7063687
Current Firm: Zacks Investment Management, Inc.

Christian Cody (CRD# 7063687) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Tecumseh, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Zacks Investment Management Chicago, IL Jul 2021 - Current 2
Unemployed Oklahoma City, OK Mar 2021 - Jul 2021 < 1
Edward Jones St Louis, MO Feb 2019 - Mar 2021 2
Kevin Stitt For Governor 2018 Jenks, OK Oct 2017 - Nov 2018 1
New Valley Forge Partners, LLC Durant, OK Mar 2017 - Sep 2017 < 1
Vision Bank Ada, OK Apr 2016 - Mar 2017 < 1
East Central University Ada, OK Aug 2013 - May 2016 2
Grace Christian Fellowship Ada, OK Mar 2014 - Aug 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Christian Cody
Phone Number: 312-265-9266
Registered State(s):
By the Numbers
  • Total Assets Under Management
    8,374
    MILLIONS
  • Total Number of Accounts
    7,545
    ACCOUNTS
  • Average Account Value
    $1,109,809
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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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