Cody Boarts
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMar 2026 to now
- Ca CurtzeApr 2025 to Dec 2025
- Erie County Community CollegeJun 2023 to Jun 2025
- Ca CurtzeJun 2022 to Oct 2023
- Northwest Pennsylvania Collegiate AcademyAug 2018 to Jun 2022
- East Middle SchoolAug 2017 to Jun 2018
- Wayne Elementary/middleJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
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
- 8243316
- Firm CRD
- 6413