Cody Lee Alfred

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 05/2015 → 09/2020
  Peoples Bank
  Vienna, WV
• 01/2017 → 09/2020
  Raymond James Financial Services, Inc.
  Parkersburg, WV
• 07/2017 → 09/2020
  Raymond James Financial Services Advisors Inc.
  Parkersburg, WV
• 01/2021 → Present
  Fisher Investments
  Plano, TX
• 09/2020 → 01/2021
  Unemployed
  Parkersburg, WV

Previous Registrations

• 2017-07-13 → 2020-09-21
  Raymond James Financial Services Advisors, Inc
  Marietta, OH
  Vienna, WV
  Parkersburg, WV

Other Businesses

Ohiyall LLC; No; Sachse, TX; Lodging; Owner; 06/2025; 4; 0; renting out room in home for lodging.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-13