Cody Judkins, CFP®

VP - Financial Consultant

+1 801-239-2089

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Workplace Planning Consultant, Fidelity Investments, 2019-2021
  • International Trader, Fidelity Investments, 2018-2019
  • Customer Relationship Advocate, Fidelity Investments, 2018-2018
  • Education Counselor, TD Ameritrade, 2013-2017

Education

  • Bachelor of Science, Business Administration, University of Utah

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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