Cody Summerall
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Aug 2021 to now
- Assetmark Brokerage, LLCDec 2020 to Aug 2021
- Assetmark Financial, Inc.Apr 2019 to Aug 2021
- Print3dsrqSep 2016 to Oct 2018
- Gf Investment Services, LLCAug 2016 to Apr 2019
- Global Financial Private CapitalAug 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, VT).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6635763
- Firm CRD
- 705