Cody Ashton, financial advisor Sun City AZ

Cody Ashton

CRD Number: 5493790
Current Firm: Triton Wealth Management, Pllc

Cody Ashton (CRD# 5493790) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 11 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Sun City AZ
Alexander G. Koury, CFP®
CRD# 5607498
Commonwealth Financial Network
Similar Advisors
James Davis, CFP®, financial advisor Sun City AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Similar Advisors
George Henderson, financial advisor Sun City AZ
George T. Henderson
CRD# 6400364
Comerica Securities
Company Name Location Dates Years
Triton Wealth Management, Pllc Sun City, AZ Nov 2018 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2016 - Current 3
Insurance - Non-variable Sun City, AZ Sep 2012 - Current 7
Kingsview Asset Management Sun City, AZ Oct 2016 - Dec 2018 2
Primary Az Financial Sun City, AZ Sep 2011 - Oct 2016 5
Ashton Financial Sun City, AZ Mar 2011 - Oct 2016 5
Raymond James Financial Services Advisors, Inc. Sun City, AZ Dec 2010 - Oct 2016 5
Raymond James Financial Services, Inc. Sun City, AZ Sep 2010 - Oct 2016 6
Edward Jones St Louis, MO Feb 2008 - Sep 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Cody L. Ashton
Phone Number: (623) 332-1266
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Cody Ashton and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.