Brian Cody is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gillette, NJ, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Gillette, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns 179 State LLC, a real estate rental property, and Integrity REI Partners, LLC, a business entity for tax/investment purposes. He also provides investment advisory services through Wealthcare Advisory Partners LLC, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Cwm, LLC
LPL Financial LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations15 states
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