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Cody Wilson

Advisor at Primerica Advisors

Updated today

Location

Jefferson, GA

Credentials

Series 63, Series 66

Industry experience

7 years

About

Cody Wilson is a financial advisor with Primerica Advisors holding Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Morgan Stanley, and E*TRADE Securities LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Primerica Advisors

Founder/Business Owner Executive Retired Self-Employed

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Fee options

Fixed

Flat fees generally $500 to $25,000 per agreement for planning, consulting, business exit consulting

Percentage

$0 - $499,999.99: Up to 2.05% (Park Avenue Portfolio Select Program) $500,000 - $999,999.99: Up to 2.00% (Park Avenue Portfolio Select Program) $1,000,000 - $1,999,999.99: Up to 1.95% (Park Avenue Portfolio Select Program) $2,000,000+: Up to 1.90% (Park Avenue Portfolio Select Program) $0 - >$0: Up to 0.45% annually (VestWise Program)

Commissions

Brokerage commissions and ticket charges applicable for transaction-based accounts

Project-based

Hourly financial planning/consulting fees generally $100-$500 per hour

Subscriptions

Subscription-based financial planning fees paid annually, monthly or quarterly; maximum annual fee generally up to $25,000

Other

Account minimum: $5,000 Minimum fee: Annual Platform Fee minimum of $90 per household Fee-only: Financial planning and consulting fees negotiable; hourly fees generally $100-$500/hour; flat fees $500-$25,000; subscription financial planning up to $25,000 annually; business consulting up to $30,000

Location

Jefferson, GA

Most active in

Georgia

Work history

Guardian life Insurance Company

2025 - Present (1 year)

Primerica Advisors

2025 - Present (1 year)

Morgan Stanley

2023 - 2025 (2 years)

Morgan Stanley

2023 - 2025 (2 years)

E*TRADE Securities LLC

2021 - 2025 (4 years)

E*TRADE Securities LLC

2019 - 2021 (2 years)

E*TRADE Securities LLC

2019 - 2019 (1 year)

E*TRADE Securities LLC

2019 - 2019 (1 year)

Liberty Mutual Insurance/Safeco Insurance

2016 - 2018 (2 years)

Academy Sports and Outdoors

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dwight L

Series 63, Series 65

Athens, GA

Langley Wealth Management

Dwight Langley is a financial advisor at Langley Wealth Management in Watkinsville, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Vickery Financial Services, Inc. and Vickery Langley Wealth Management. Outside of advisory services, Langley is also an independent life insurance agent. Langley Wealth Management serves individual investors and other client types, focusing on non-discretionary portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation across diversified mutual fund portfolios, periodic rebalancing, and a long-term investment approach, implementing recommendations only with client approval.

Wealth management

Cecil S

CFP®

Athens, GA

ARCH Financial Planning, LLC

Arch Financial Planning is a fee-only, fiduciary firm based in Oconee County, serving clients across Athens, Watkinsville, Monroe, Social Circle, and the Lake Oconee area. We specialize in helping retirees and those approaching retirement turn years of saving into a clear, tax-efficient income plan. Our clients are often successful professionals and business owners who want more than generic advice—they want a coordinated strategy that aligns their investments, taxes, and long-term goals. Our planning process is built around simplifying complex financial decisions. We focus on retirement income planning, tax strategy, Social Security timing, and portfolio design—helping clients understand how to draw income sustainably while minimizing unnecessary taxes. This includes strategies like Roth conversions, managing required minimum distributions, and structuring portfolios to support both stability and long-term growth. Every recommendation is grounded in a comprehensive financial plan, not product sales or one-size-fits-all models. At Arch Financial Planning, we believe great advice starts with a strong relationship. We work closely with each client to provide ongoing guidance, proactive planning, and clarity through every stage of retirement. If you're nearing retirement or already retired and want confidence that you're making the most of what you've built, we help you turn complexity into a clear, actionable plan. Arch Financial Planning partners with clients who want clarity and proactive guidance—crafting retirement plans that incorporate Social Security timing, tax-efficient withdrawal strategies, Roth conversion analysis, investment allocation, healthcare planning, estate considerations, and long-term financial security. Whether you're in Athens, Metro Atlanta, North Georgia, or along the Georgia coast, Arch Financial Planning delivers personalized, modern financial planning to help you retire with confidence and live a life aligned with your values.

General retirement planning General estate planning guidance General tax planning Founder/Business Owner Executive Baby Boomers (Born 1946-1964)
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Kyle R

Series 65

Athens, GA

TROIKA CAPITAL ADVISORS, LLC

Kyle Roney is a Series 65-credentialed financial advisor with 19 years of industry experience, currently operating as the sole advisor at TROIKA CAPITAL ADVISORS, LLC since 2010. Based in Athens, GA, he focuses on discretionary portfolio management and financial planning. Troika Capital Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and pension or profit-sharing plans. The firm manages approximately $44 million using fundamental analysis and a long-term trading approach, occasionally incorporating options strategies, and emphasizes individualized Investment Policy Statements to document client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Wealth management General retirement planning Charitable giving & philanthropy
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Talbert C

Series 63, Series 65

Athens, GA

Black Lake Capital Corp.

Talbert Cooper is a financial advisor with Black Lake Capital Corp. in Athens, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Black Lake Capital Corp. since 2008. Outside of advisory services, he is involved in private land management for a private holding, which may account for up to 10% of his time. Black Lake Capital is an independent SEC-registered investment adviser managing approximately $17.2 million for individuals, trusts, and limited partnerships. The firm employs a Modern Portfolio Theory-based approach with diversified strategies across equities, fixed income, and options, and provides portfolio management, investment counseling, and financial planning tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Randall C

ChFC®, Series 63

Athens, GA

RChristianFinancial Consultants, LLC "The Clients Fiduciary"

Randall Christian is the founder of RChristian Financial Consultants, LLC and holds the ChFC® and Series 63 designations, with 18 years of experience in the financial industry. He has operated his own firm since 2010 and is also the owner and president of Christian Financial, Inc., a non-investment-related business. RChristian Financial Consultants provides discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services to individuals, corporations, and plan sponsors. The firm uses fundamental analysis with a focus on long-term, buy-and-hold strategies, and offers an electronic planning portal to consolidate client assets for holistic planning.

Wealth management College savings (529s, UTMA, etc.) Long-term care insurance Disability insurance Founder/Business Owner
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Thomas G

Series 63, Series 65

Athens, GA

Liberty Street Capital, LLC

Thomas Greene III is the principal of Liberty Street Capital, LLC in Athens, GA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has led Liberty Street Investment Management since 2011. Outside of investment management, he serves as a director for Provident Resources Group, focusing on healthcare, housing, and government burden reduction. Liberty Street Capital provides fee-based, discretionary portfolio management primarily for pooled and entity clients. The firm employs an allocation-driven approach with diversified proprietary portfolios emphasizing low turnover and cost containment, and it maintains a unique affiliation with the principal’s legal practice.

Passive / index investing Active portfolio management
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