Cody Heffron
Cody Heffron is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 3 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
15303 Huebner Rd., Bldg. 10, San Antonio, TX, 78248
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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 ActivitiesSells Insurance
Cody is a registered representative at Money Managers Inc since April 2022 and an insurance agent (life, health, long-term care, fixed annuities) since May 2023, spending about 10-20% of his time on each activity. Cody is also a limited partner with no involvement in Yanaguana Partners, a commercial real estate property, since September 2025.
Employment History
Current Registrations
LPL Financial LLCBroker
Money Managers INC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations4 states
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.