Cody
Cassidy
Tci Wealth Advisors, Inc
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About this Advisor
Cody Cassidy is a certified financial planner working out of Tucson, Arizona with 5 years of industry experience. Cassidy is an advisor for Tci Wealth Advisors, Inc. Their career trajectory has included roles at Tci Wealth Advisors, Inc, University Of Arizona Cancer Center and Office Of The Pima County School Superintendent. Cassidy holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Arizona. Tci Wealth Advisors, Inc is an advisory firm that has its headquarters in Tucson, AZ. The company has offices in five locations and a total of 54 financial advisors. It handles $3 billion in total assets between its 9,496 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to nine charities and foundations. Of its 9,496 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. Tci Wealth Advisors, Inc provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules depend on which services are offered. However, fees billed by Tci Wealth Advisors, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tci Wealth Advisors, Inc Brokerage Details
$3,431,526,695
54
9,496
$361,365
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cody Cassidy Work History
Cody has been registered as a financial advisor for 5 years.*
Tci Wealth Advisors, Inc
University Of Arizona Cancer Center
University Of Arizona Cancer Center
Office Of The Pima County School Superintendent
*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 Cassidy 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 Tci Wealth Advisors, Inc
Scottsdale, AZ
Tucson, AZ
Scottsdale, AZ
Tucson, AZ
Scottsdale, AZ
Tucson, AZ
Tucson, AZ
Tucson, 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.
