Cody Despain is a registered investment advisor, based in Woodland Hills, CA, with 8 years of industry experience.
Location
5950 Canoga Ave, Ste 601, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History
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 →Other Business Activities
Cody works as a wealth management specialist, providing tax preparation and bookkeeping services through Canyon Oak Financial. This takes nearly full-time, with about half of his time during trading hours, since 2017.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.