Cody Terrion (CRD# 6807319) is an Investment Advisor Representative working at Atfs Advisers in Wynnewood, PA and has over 5 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atfs Advisers | Wynnewood, PA | Apr 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne, PA | Dec 2018 - Apr 2024 | 5 |
| The Mclean Group | Mclean, VA | Oct 2018 - Nov 2018 | < 1 |
| Unemployed | Newtown Square, PA | Jun 2018 - Oct 2018 | < 1 |
| Elon University | Elon, NC | Aug 2014 - May 2018 | 3 |
| Jefferies LLC | Jersey City, NJ | May 2017 - Aug 2017 | < 1 |
| Irazu Coffee | Elon, NC | Dec 2014 - May 2017 | 2 |
| U.s. Bank | London, | Nov 2016 - Dec 2016 | < 1 |
| Merrill Lynch | Boulder, CO | Jul 2015 - Jul 2015 | < 1 |
| Founders Capital | West Hartford, CT | Jun 2015 - Jun 2015 | < 1 |
| Radnor High School | Radnor, PA | Sep 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$745
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AL, CA, CO, CT, FL, GA, IL, LA, MA, MI, NJ, NY, OH, PA, TN, TX, WI
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 derived from SEC.gov data covering 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.
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.