Cody Smith
Cody Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Ramon, CA, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2633 Camino Ramon, Suite 200, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cody works as an independent contractor and financial advisor for Summit Financial Group since 2006. This takes about half of Cody's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations32 states
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