CH
CFA
CH
CFA

Cody Richard Hall

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
8,955 clients
Average Client Portfolio
$220K average
Assets Under Management
$2.0B

Fee Structure

Financial Planning:Investment management only
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Location

Austin, TX

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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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Other Business ActivitiesSells Insurance

Cody works as an insurance agent in Texas since 2022, selling various insurance products. This activity takes minimal time.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Fisher Investments
April 2020 - October 2022 · 2 yrs 6 mos
Mercer Global Advisors INC.
January 2018 - January 2019 · 1 yr
Murray & CO. Asset Management,ltd.
October 2016 - March 2018 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.