Cody
Lummus
Delos Wealth Advisors
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About this Advisor
Cody Lummus is a financial advisor operating out of Dallas, Texas with a total of 4 years of relevant experience. Lummus is an advisor for Delos Wealth Advisors. Over the course of their career, Lummus has held roles at Wells Fargo Advisors LLC, Lear Investment Management and Delos Wealth Advisors, LLC. Lummus holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana and Texas. Delos Wealth Advisors is a financial advisory company that has its headquarters in Dallas, TX. It oversees $135 million in assets between its 273 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 273 accounts, 34% belong to high-net-worth investors who have more than $1 million in investable assets. Delos Wealth Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely are based on which services the firm provides the client. Fee types charged by Delos Wealth Advisors can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delos Wealth Advisors Brokerage Details
$135,199,761
3
273
$495,237
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Cody Lummus Work History
Cody has been registered as a financial advisor for 4 years.*
Delos Wealth Advisors, LLC
Lear Investment Management
Wells Fargo Advisors LLC
*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 Lummus 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 Delos Wealth Advisors
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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