Cody Shane Crews

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 07/2021
  Waddell & Reed, Inc
  Atlanta, GA
• 06/2012 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Atlanta, GA
• 03/2017 → 07/2021
  Crews Insight Inc
  Atlanta, GA
• 07/2021 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2012-11-09 → 2021-07-21
  Waddell & Reed
  Atlanta, GA
  Charleroi, PA
  Atlanta, GA

Other Businesses

1) 01/18/2022 - DBA for LPL Business (entity for LPL business) - Crews Capital - Investment Related - At Reported Business Location(s) - Start Date May 2021 2) 01/18/2022 - Business Entity For Tax/Investment Purposes Only - CREWS INSIGHT INC. - Not Investment Related - Atlanta GA, 30318 - Start Date 3/25/2017

Exams

• S66 Uniform Combined State Law Examination
  2012-11-08

Designations

• Certified Financial Planner