Unclaimed Profile

Cody Allan Makela

ARLINGTON FINANCIAL ADVISORS, LLC·SANTA BARBARA, California

Clean recordARLINGTON FINANCIAL ADVISORS, LLC

100 E. DE LA GUERRA ST, SANTA BARBARA, CA 93101CRD# 5845061Firm CRD# 283288

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cody Allan Makela · SANTA BARBARA, CA

Registration

CRD #5845061 · ARLINGTON FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cody Allan Makela is a registered financial advisor based in SANTA BARBARA, California, affiliated with ARLINGTON FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ARLINGTON FINANCIAL ADVISORS, LLC

AUM

$945M

Regulatory assets under management

Employees

102

Total firm employees

View all advisors at ARLINGTON FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5845061

Firm CRD# 283288

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cody Allan Makela offer?

Cody Allan Makela specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Cody Allan Makela's credentials?

Cody Allan Makela is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cody Allan Makela located?

Cody Allan Makela is based in SANTA BARBARA, California, working with ARLINGTON FINANCIAL ADVISORS, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Cody Allan Makela charge for services?

Cody Allan Makela's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARLINGTON FINANCIAL ADVISORS, LLC?

ARLINGTON FINANCIAL ADVISORS, LLC has approximately 102 employees and manages $945M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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