Cody L Lummus

530 Pellis Rd, Greensburg, PA 15601

Financial Services

Delos Capital Advisors
Chief Executive Officer
Lear Investment Management 2018 - Mar 2019
Director of Portfolio Strategies
Lear Investment Management Aug 2016 - Mar 2019
Investment Advisor
Wells Fargo Advisors May 2008 - Aug 2016
Associate Vice President -- Investment Officer -- Investment Advisor
Wells Fargo Advisors May 1, 2007 - Dec 1, 2007
Financial Intern

Texas Tech University 2004 - 2008
Bachelors, Bachelor of Business Administration, Finance Texas Tech University - Rawls College of Business 2004 - 2008

Investments
Investment Management
Investment Strategies
Asset Allocation
Portfolio Performance Analysis
Portfolio Construction
Portfolio Management
Retirement Planning
Investment Advisory
Registered Investment Advisor
Financial Advisory
Finance
401K
Financial Modeling
Retirement
Mutual Funds
401K Rollovers
Traditional Ira
Wealth Strategies
Wealth Preservation Planning
Wealth Transfer
Financial Planning
Financial Services
Stock Market Analysis
Investment Advisory Services
Securities
Management
Trading
Financial Analysis
Iras
Rollovers
High Net Worth Individuals

Family
Financial Consulting
Investments
Traveling
Church
Golf

Accredited Investment Fiduciary (Aif)
Chartered Retirement Planning Counselor (Crpc????)
Series 7
Series 66
Fi360
College For Financial Planning
Financial Industry Regulatory Authority (Finra)
U.s. Securities and Exchange Commission
Chartered Retirement Planning Counselor (Crpc®)

United States