CC
Cody Collins
34 FINANCIAL
ATLANTA, GA 30305
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CRD#: 8048215
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Professional summary
Cody Collins is a registered financial advisor currently at 34 FINANCIAL, LLC located in Atlanta, Georgia.
Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cody has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cody Collins'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®
NoneExperience
Current
March 10, 2025 - Present
34 FINANCIAL, LLC
Office #1: 2827 Peachtree Rd Suite 620, Atlanta, GA 30305RIA
CRD#: 329383
ATLANTA, GA
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
Georgia(3/10/2025)
Current Firm
3F
34 FINANCIAL, LLC
34 FINANCIAL, LLC | TRG WEALTH MANAGEMENT | JNJ ADVISORS, LLC
CRD#: 329383 / SEC#:
Georgia
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Contact information
Main Address
2827 Peachtree Rd Suite 620, Atlanta, GA 30305
Mailing Address
Phone number
(404) 383-2100
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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