Cody Jay Murray
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Business Services
- Investment Management
- Tax Planning
- Estate & Legacy Planning
Specializations
Other Aliases
Cody Jay Murray, Cody Murray
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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.
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Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
STILLWATER FINANCIAL | STILLWATER FINANCIAL SERVICES, LLC
Contact Information
Main Address
1431 South Western Road, Stillwater, OK 74074Phone Number
(405) 215-9063# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
135AUM (Assets Under Management)
$33,991,865Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/14/2022)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Cody Jay Murray's CRS (Customer Relationship Summary).
Services Offered by Cody
- Retirement Planning
- Financial Planning
- Business Services
- Investment Management
- Tax Planning
- Estate & Legacy Planning
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