Cody
Barclay
Advisor Resource Council
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About this Advisor
Cody Barclay is a financial advisor based in Dallas, Texas, working with Advisor Resource Council. Cody has previously held positions at Santa Rosa Junior College, Chico State University, Lpl Financial, LLC, Vintners Golf Club, Napa Valley Financial, and Advisor Resource Council. Cody has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Cody is part of Advisor Resource Council, which operates out of Dallas, Texas. The firm has 52 offices and 123 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Advisor Resource Council includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisor Resource Council Brokerage Details
$2,452,820,334
123
12,244
$200,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cody Barclay Work History
Lpl Financial, LLC
Advisor Resource Council
Napa Valley Financial
Chico State University
Santa Rosa Junior College
Vintners Golf Club
Disclosures
Please visit the SEC profile of Cody Barclay 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 Advisor Resource Council
Dallas, TX
Dallas, TX
Allen, TX
Dallas, TX
Southlake, TX
Dallas, TX
Dallas, TX
Mansfield, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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