Cody
Terrion
Atfs Advisers
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About this Advisor
Cody Terrion is a financial advisor based in Wynnewood, Pennsylvania, working with Atfs Advisers. Cody has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, The Mclean Group, Elon University, Jefferies LLC, U.S. Bank, Founders Capital, Merrill Lynch, Radnor High School, Irazu Coffee, and Atfs Advisers. Cody has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Cody is part of Atfs Advisers, which operates out of Wynnewood, Pennsylvania. The firm has 6 employees and manages assets totaling $13.4 thousand. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Atfs Advisers includes asset-based and fixed fees.
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Atfs Advisers Brokerage Details
$13,408
6
18
$745
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Cody Terrion Work History
Atfs Advisers
Merrill Lynch, Pierce, Fenner & Smith Inc
The Mclean Group
Jefferies LLC
U.S. Bank
Founders Capital
Merrill Lynch
Elon University
Irazu Coffee
Radnor High School
Disclosures
Please visit the SEC profile of Cody Terrion 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 Atfs Advisers
Los Angeles, CA
Chicago, IL
Natick, MA
Wynnewood, PA
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