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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Cody Hevener

A lot of times, people with questions regret asking them. If you’re working with someone who wants to help teach you, then that shouldn’t happen.

As an advisor, Cody looks at your entire situation and encourages you to be brave and to leave normal behind. He works with the belief that there is beauty in simplicity, and he answers your questions with that in mind. By breathing life into your goals and keeping things simple, his desire is to help you be a better leader and teacher in your own life, especially for the benefit of those you love.

If you’re ready to start making complicated things simpler, to start using that flexibility, and to become a better and better steward, then use the link under the video to schedule an introductory call with Cody.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Cody:

  • Serves locally in Central North Carolina and Central Virginia
  • CFP® Professional
  • Series 7 and 65 and Life Insurance Licensed
  • FPU Graduate with his wife
  • Has had multiple clients do their “Debt Free Scream”
  • Fan of camping, puzzles, and his Virginia Tech Hokies

Locations Served


  • 980-277-4234

State Licenses


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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