Cody JudkinsCRD Number: 6925694
Current Firm: Charles Schwab & Company, Inc.
Cody Judkins (CRD# 6925694) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 4 years of experience in the finance industry. Cody Judkins 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Charles Schwab & Company, Inc.||Salt Lake City, UT||Feb 2022 - Current||1|
|Charles Schwab Bank, Ssb||Salt Lake City, UT||Feb 2022 - Current||1|
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Mar 2018 - Feb 2022||3|
|Unemployed||Sandy, UT||Jun 2017 - Mar 2018||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2012 - Dec 2017||5|
|Investools By Td Ameritrade||Draper, UT||Feb 2013 - Jun 2017||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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