Cody Alan Beaumont

Employer firm

Hfg Advisors, Inc. CRD 316446

$113M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 08/2022 → Present
  Hfg Advisors, Inc
  Gilroy, CA
• 11/2021 → Present
  Hfg Trust
  Gilroy, CA
• 05/2019 → 10/2021
  Rosewood Family Advisors Llp
  Palo Alto, CA
• 08/2018 → 12/2019
  Pacific Scientific Energetic Materials Company
  Hollister, CA
• 01/2017 → 08/2018
  Moss Adams Llp
  Campbell, CA
• 08/2011 → 01/2017
  Washington State Univeristy
  Moses Lake, WA
• 01/2014 → 12/2016
  Columbia Basin Outfitters Llc
  Quincy, WA

Other Businesses

NAME OF OTHER BUSINESS: HFG Trust LLC, INVESTMENT RELATED: Yes, ADDRESS: 8131 W Grandridge Blvs, Kennewick WA 99336, NATURE OF BUSINESS: Trust company POSITION/TITLE/RELATIONSHIP: Employee/Financial Planner, START DATE: 11/2021, APPROX NUMBER OF HOURS PER MONTH: 160, BRIEF DESCRIPTION OF DUTIES: Financial Planning. APPROX NUMBER OF HOURS DEVOTED TO DURING TRADING HOURS: 6

Designations

• Certified Financial Planner