Cody Lapage (CRD# 6299511) is an Investment Advisor Representative working at Commonwealth Financial Network in Saratoga Springs, NY and has over 9 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 1476297
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | May 2024 - Current | < 1 |
| Novus Wealth Strategies | Saratoga Springs, NY | May 2024 - Current | < 1 |
| Mml Investors Services, LLC | Saratoga Springs, NY | Aug 2016 - May 2024 | 7 |
| Massmutual | Saratoga Springs, NY | Jun 2016 - May 2024 | 7 |
| Nylife Securities LLC | Latham, NY | Oct 2014 - Jul 2016 | 1 |
| New York Life Insurance Company | Latham, NY | Jun 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- NY
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Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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