CC
CFP
CC
CFP

Cody Caldwell

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
492 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$595.2M

Fee Structure

Loading...

Location

5160 Tennyson Parkway, Suite 2000W, Plano, TX, 75024

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Moss, Luse & Womble, LLC
January 2023 - Present · 3 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.