Cody Cfp® Location
- Dallas, TX, US
Cody Cfp® Work
- 2025 - now Wealth Advisor @
- 2014 - 2025 Vice President, Financial Consultant @
- 2008 - 2014 Financial Consultant @
- 2008 - 2008 Investment Consultant @
- 2007 - 2008 Financial Representative @
- 2007 - 2007 Fixed Income Specialist @
- 2006 - 2007 Investment Solutions Specialist @
- 2006 - 2006 Financial Services Representative @
Cody Cfp® Education
- The University of Texas at Austin
Bachelor of Business Administration (Finance, General)
2003 - 2006
Cody Cfp® Summary
- Cody Cfp®, based in Dallas, TX, US, is currently a Wealth Advisor at Worth Asset Management. Cody Cfp® brings experience from previous roles at Fidelity Investments. Cody Cfp® holds a 2003 - 2006 Bachelor of Business Administration in Finance, General @ The University of Texas at Austin. Cody Cfp® has 1 emails on RocketReach.
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Top Worth Asset Management Employees
Jeff Burandt
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Cody Cfp®
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Dallas, TX, US
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