Bryan Cody Anderson
CFP®Professional Summary
Bryan Cody Anderson, CFP®, who also goes by Cody Anderson, is a registered financial advisor currently at CONCORD WEALTH PARTNERS located in Abingdon, Virginia. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
As your Benefits and Planning Consultant, I strive to build life-long, personal relationships with clients to understand their short and long-term financial goals. I leverage Fidelity's vast resources and unique employer benefits knowledge to create comprehensive financial plans with my clients. The trust that a client places in me is something I do not take lightly. My work-ethic, integrity, and continual professional development are a few of the ways I strive to continue to earn...
Other Aliases
Cody Anderson
Similar Advisors
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
Contact Information
Direct
(xxx) xxx-xxxx
Website
xxxxxxxxxx.xxx
Similar Advisors
LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
Similar Advisors
LPL FINANCIAL LLC
Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
Education
Virginia Poly Institute & State University
Health Education, Master of Public Health
Health Education, Master of Public Health
2017
East Tennessee State University
Exercise Science, Physical Education
Exercise Science, Physical Education
2014
Similar Advisors
LPL FINANCIAL LLC
Current Firm
CAVENESS WEALTH ADVISORY, LLC | THE FINANCIAL STRATEGIES GROUP | LOPEZ WEALTH MANAGEMENT, LLC | LOPEZ & ASSOCIATES LLC | DABAREINER WEALTH MANAGEMENT GROUP | CONCORD WEALTH PARTNERS
Contact Information
Main Address
955 West Main Street, Abingdon, VA 24210-2427Phone Number
(276) 628-5910# of Employees
20SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,273AUM (Assets Under Management)
$1,069,864,356Similar Advisors
LPL FINANCIAL LLC
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.
Similar Advisors
LPL FINANCIAL LLC
Primary Firm SEC Registration
CAVENESS WEALTH ADVISORY, LLC | THE FINANCIAL STRATEGIES GROUP | LOPEZ WEALTH MANAGEMENT, LLC | LOPEZ & ASSOCIATES LLC | DABAREINER WEALTH MANAGEMENT GROUP | CONCORD WEALTH PARTNERS
State Registrations and Notice Filings
(6/3/2026)
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.
Similar Advisors
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Cody Anderson's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
