Cody Owens is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 8 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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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
Touchstone Advisors INC
January 2019 - Present · 7 yrs 4 mos
Touchstone Securities, LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - February 2018 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2017 - February 2018 · 3 mos
State Registrations2 states
KYOH
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.