Cody Richard Hall
Investment adviser representative at Trajan Wealth, L.L.C.
12 yearsExperience
1 stateRegistered in
CFADesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Trajan Wealth, L.L.C.Oct 2022 to now
- Fisher InvestmentsApr 2020 to Oct 2022
- C Hall's Racket Stringing and Tennis LessonsMar 2019 to Apr 2020
- Frost BankMar 2019 to May 2019
- Mercer Global Advisors IncJan 2018 to Jan 2019
- Murray and Co Asset Management (acquired By Mgc)May 2014 to Jan 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 6713179
- Firm CRD
- 158847