CB
CFP
CB
CFP

Cody Buck

9 Years of Experience
Kalispell, MT
Broker

Cody Buck is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Kalispell, MT, with 9 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

176 Timberwolf Pkwy, Kalispell, MT, 59901

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History

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.

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Employment History
Current Registrations
D.A. Davidson & CO.
November 2016 - Present · 9 yrs 6 mos
D.A. Davidson & CO.Broker
August 2016 - Present · 9 yrs 9 mos
State Registrations35 states
AKALARAZCACOFLGAIAIDILKYMAMDMEMNMOMTNCNDNJNMNVNYOKORPASCTNTXUTVAWAWIWY
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.