Cody Huckins
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$671.4BFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Bank, NAJun 2026 to now
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Allstate Financial Services, LLCFeb 2026 to Jun 2026
- Allstate Insurance CoFeb 2026 to Jun 2026
- Nylife Securities LLCAug 2022 to Jan 2026
- New York LifeMay 2022 to Jan 2026
- Autopilot.ioOct 2021 to Mar 2022
- Self EmployedSep 2021 to Apr 2022
- T-mobileJul 2021 to Sep 2021
- UnemployedMay 2021 to Jun 2021
- QualfonJul 2013 to Apr 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7528987
- Firm CRD
- 19616