Cody Allison is a CFP-designated registered investment advisor, based in Hunt Valley, MD, with 12 years of industry experience. Cody is also registered as a broker, so some compensation may come from commissions on products sold.
Location
303 International Cir, Ste 350, Hunt Valley, MD, 21030
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.
September 2026 - Present · 1 mo
Raymond James Financial Services Advisors, INC
September 2026 - Present · 1 mo
Raymond James Financial Services, INC.Broker
September 2026 - Present · 1 mo
Northwestern Mutual Investment Services, LLCBroker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
July 2015 - December 2022 · 7 yrs 5 mos
State Registrations24 states
AZCACOCTDCDEFLINMDMEMIMNNCNHNJNYOHORPASCTXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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