Cody
James
Halpern Financial, Inc
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About this Advisor
Cody James is a financial advisor based in Ashburn, Virginia, working with Halpern Financial, Inc. Cody has previously held positions at the University of Virginia, Freddie Mac, and Halpern Financial. Cody is registered to provide services in Maryland and Virginia. Currently, Cody is part of Halpern Financial, Inc, which operates out of Ashburn, Virginia. The firm has 2 offices and 13 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Halpern Financial, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Halpern Financial, Inc Brokerage Details
$1,098,485,138
13
1,332
$824,689
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Cody James Work History
Halpern Financial
Freddie Mac
University Of Virginia
Disclosures
Please visit the SEC profile of Cody James 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 Halpern Financial, Inc
Ashburn, VA
Ashburn, VA
Ashburn, VA
Ashburn, VA
Ashburn, VA
Ashburn, VA
Ashburn, VA
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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