Cody Poepperling

from Avantax Advisory Services
SEC regulated
Regulated Investment Advisor
Cody Poepperling is a financial advisor based in Texas, Dallas, with 13 years of experience. Cody currently works for Avantax Advisory Services. Cody maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Cody Poepperling works at Avantax Advisory Services
Avantax Advisory Services is a financial advisory firm based in Dallas, Texas. It currently has approximately $23,363,189,233 of assets under management and employs about 2433 people. Avantax Advisory Services uses a fee structure of a percentage of assets under your management, fixed fees and solicitor fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, fixed fees and solicitor fees
Office location
3200 Olympus Blvd, Suite 100, Dallas, Texas, 75019

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