Kody
Followwill
Castleview Partners, LLC
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About this Advisor
Kody Followwill is a financial advisor based in Dallas, Texas, working with Castleview Partners, LLC. Kody has previously held positions at Park Place Motorcars Dallas, Audi Fort Worth, Free Range Concepts, Lake Point Advisory Group, Mercer Global Advisors, Ae Wealth Management, LLC, Compass Retirement, Foundations Investment Advisors, LLC, Newedge Advisors, LLC, and Cain Financial. Kody has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Kody is part of Castleview Partners, LLC, which operates out of Dallas, Texas. The firm has 5 offices and 19 employees. The firm manages assets totaling $331.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Castleview Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Castleview Partners, LLC Brokerage Details
$331,233,271
19
1,133
$292,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kody Followwill Work History
Cain Financial
Newedge Advisors, LLC
Foundations Investment Advisors, LLC
Ae Wealth Management, LLC
Compass Retirement
Mercer Global Advisors
Lake Point Advisory Group
Park Place Motorcars Dallas
Audi Fort Worth
Free Range Concepts
Disclosures
Please visit the SEC profile of Kody Followwill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Castleview Partners, LLC
Plano, TX
Boca Raton, FL
Dallas, TX
Miami, FL
Austin, TX
Miami, FL
Dallas, TX
Miami, FL
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