Unclaimed Profile

Cody Bill Barney

D.B. FITZPATRICK & CO., INC.·BOISE, Idaho

Series 7, Series 66Clean record19 years registeredD.B. FITZPATRICK & CO., INC.

225 N 9TH STREET, BOISE, ID 83702-5778CRD# 5253303Firm CRD# 105671

Profile Verification

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

Identity

Cody Bill Barney · BOISE, ID

Registration

CRD #5253303 · D.B. FITZPATRICK & CO., INC. · 19 years registered

Brand Profile

Not yet started

Career History

GARDE CAPITAL, INC.

Dec 2015 – present

RATHBONE WARWICK INVESTMENT MANAGEMENT

Jul 2014 – May 2015

BOISE, ID

WELLS FARGO ADVISORS, LLC

Jun 2013 – Jul 2014

BOISE, ID

D.B. FITZPATRICK & CO.

Feb 2007 – May 2013

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

D.B. FITZPATRICK & CO., INC.

CRD 105671 · SEC 801-22733

AUM

$476M

Regulatory assets under management

Employees

111 client accounts

Services offered by D.B. FITZPATRICK & CO., INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at D.B. FITZPATRICK & CO., INC. →

Introduction

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Frequently Asked Questions

What services does Cody Bill Barney offer?

Cody Bill Barney specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.

What are Cody Bill Barney's credentials?

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

Where is Cody Bill Barney located?

Cody Bill Barney is based in BOISE, Idaho, working with D.B. FITZPATRICK & CO., INC.. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Cody Bill Barney charge for services?

Cody Bill Barney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is D.B. FITZPATRICK & CO., INC.?

D.B. FITZPATRICK & CO., INC. has approximately 10 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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