Cody
Carmichael

Public Safety Financial/Galloway

CRD#6058453
Investment Advisor
in Mesa, AZ

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About this Advisor

Cody Carmichael is a financial advisor operating in Mesa, Arizona, with a total of 10 years of relevant experience. Carmichael is on the advisory team at Public Safety Financial/Galloway. They have been employed by Public Safety Financial/galloway for their whole career. Carmichael has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Arizona and California. Public Safety Financial/Galloway is a business that has its headquarters in Mesa, AZ. It handles $638 million in assets under management across its 3,615 accounts, making it one of the bigger firms in the United States by assets under management. Of its 3,615 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. Public Safety Financial/Galloway performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial advisory fee schedules usually are based on which services are offered. Fee types charged by Public Safety Financial/Galloway may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1138 N Alma School Rd Suite 201
Mesa, AZ 85201

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Public Safety Financial/Galloway Brokerage Details

Total Assets Under Management

$638,119,337

AZ Average: $1,555,372,352
Total Number of Employees

36

AZ Average: 37
Total Number of Accounts

3,615

AZ Average: 1,370
Average Account Size

$176,520

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Cody Carmichael Work History

Cody has been registered as a financial advisor for 10 years.*

2000 - Present (24 years)

City Of Glendale

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cody Carmichael to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Public Safety Financial/Galloway

David Turley
Mesa, AZ
Shane Conway
Greenville, SC
Joseph Turley
Mesa, AZ
Bradley Standage
Mesa, AZ
Shane Knoll
Mesa, AZ
Joe Connell
Mesa, AZ
Drew Harvey
Mesa, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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