Cody
Cody

Momentum Independent Network Inc

CRD#2978301
Investment Advisor
in Dallas, TX

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About this Advisor

Cody Cody is a financial advisor based in Dallas, Texas, working with Momentum Independent Network Inc. Cody has previously held a position at Momentum Independent Network Inc. Cody has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Cody is part of Momentum Independent Network Inc, which operates out of Dallas, Texas. The firm has 93 offices and 139 employees. The firm manages assets totaling $1.1 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Momentum Independent Network Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

717 N. Harwood Street Suite 3400
Dallas, TX 75201

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Momentum Independent Network Inc Brokerage Details

Total Assets Under Management

$1,117,141,327

TX Average: $3,042,739,679
Total Number of Employees

139

TX Average: 49
Total Number of Accounts

3,528

TX Average: 2,315
Average Account Size

$316,650

TX Average: $1,314,358

Investment Advisory Services

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

Cody Cody Work History

2012 - Present (12 years)

Momentum Independent Network Inc

Disclosures

Please visit the SEC profile of Cody Cody 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 Momentum Independent Network Inc

Robert Berry
Dallas, TX
Emilio Fuentes
Dallas, TX
Michael Kane
Sherman, TX
Stephen Mckimmey
Dallas, TX
Michael Hogan
Hilton Head Island, SC
Skyler Hedden
Dallas, TX
Kimika Tada
Dallas, TX
Troy Smith
Salado, 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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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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