Cody Richard Hall

Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2014 → 01/2018
  Murray And Co Asset Management (Acquired By Mgc)
  Austin, TX
• 01/2018 → 01/2019
  Mercer Global Advisors Inc
  Austin, TX
• 04/2020 → 10/2022
  Fisher Investments
  Plano, TX
• 03/2019 → 05/2019
  Frost Bank
  Austin, TX
• 03/2019 → 04/2020
  C Hall'S Racket Stringing And Tennis Lessons
  Austin, TX
• 10/2022 → Present
  Trajan Wealth, Llc
  Scottsdale, AZ

Previous Registrations

• 2020-04-23 → 2022-10-07
  Fisher Investments
  Plano, TX
  Plano, TX
• 2018-01-29 → 2019-01-22
  Mercer Global Advisors Inc.
  Austin, TX
• 2016-10-06 → 2018-03-22
  Murray & Co. Asset Management,Ltd.
  Austin, TX

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; TEXAS; INSURANCE AGENT; START DATE: 2022; APPROXIMATELY 3 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-26

Designations

• Chartered Financial Analyst

Other Names

• Cody Richard Hall
• Cody Hall