Cody J. Murray

STILLWATER FINANCIAL

STILLWATER, OK 74074

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CRD#: 6717656

Professional summary

Cody Jay Murray, CFP®, who also goes by Cody Murray, is a registered financial advisor currently at STILLWATER FINANCIAL located in Stillwater, Oklahoma.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cody has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Retirement Planning

Life Transitions

Comprehensive Financial Planni...

Business Succession Planning

Small Business Planning

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Business Owners

Estate & Generational Planning...

High Net Worth Client Needs

Real Estate Investments

Retirement Plan Investment Adv...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Cody Murray

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Jay Murray's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 1, 2022 - Present

STILLWATER FINANCIAL

Office #1: 1431 South Western Road, Stillwater, OK 74074

RIA

CRD#: 311084

STILLWATER, OK

Past

August 5, 2021 - March 18, 2022

BIVIN & ASSOCIATES, INC.

RIA

CRD#: 111688

PONCA CITY, OK

Past

May 20, 2019 - July 29, 2021

DENTIST ADVISORS

RIA

CRD#: 149559

STILLWATER, OK

Past

November 9, 2018 - March 25, 2019

DENTIST ADVISORS

RIA

CRD#: 149559

STILLWATER, OK

Past

December 14, 2017 - November 12, 2018

WARD WEALTH MANAGEMENT SERVICES, INC.

RIA

CRD#: 117810

Stillwater, OK

Past

November 28, 2016 - September 28, 2017

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

Stillwater, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(6/14/2022)

IAR

Oklahoma
(3/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/14/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/28/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STILLWATER FINANCIAL

STILLWATER FINANCIAL | STILLWATER FINANCIAL SERVICES, LLC

CRD#: 311084 / SEC#:

Louisiana

Registered Investment Advisory firm - (6/14/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (3/1/2022 Approved)

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Contact information

Main Address

1431 South Western Road, Stillwater, OK 74074

Mailing Address

Phone number

(405) 215-9063

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 23,346,473

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Cody J. Murray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Jay Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIVIN & ASSOCIATES, INC.

DENTIST ADVISORS

DENTIST ADVISORS

WARD WEALTH MANAGEMENT SERVICES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2017

Series 63

Date: 11/1/2016

SIE

Date: 9/28/2017

Series 6

Date: 11/28/2016

Current Firm

STILLWATER FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STILLWATER FINANCIAL

TRUST BUT VERIFY

Contact information

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