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About this Advisor
Cody Johnson is an investment advisor in Orlando, Florida. Currently an investment advisor with Lincoln Investment, they have accrued 13 years of professional experience. Johnson holds Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Johnson is registered to work with investors based out of Florida. Their career trajectory has included roles at Universal Systems, Radford University, Red Lobster, Virginia Western Community College, Buckle Inc, Salem High School, Sagepoint Financial, The Gabor Agency and Lincoln Investment. Lincoln Investment is located in Orlando, Florida, and has 427 other offices throughout the nation. Overall, Lincoln Investment oversees $8 billion in assets throughout 113,080 client accounts and retains more than 1,231 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 52,887 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Lincoln Investment can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Investment Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Cody Johnson Work History
Cody has 13 years of experience.
The Gabor Agency
Virginia Western Community College
Salem High School
Cody Johnson has no disclosures.
Please visit their SEC profile for more details.