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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

Being raised on Dave’s values without knowing his name or his show, Cody became a fast fan of his timeless principles. Debt IS dumb, delaying gratification has incredible results, and giving of and from yourself should always encouraged when it can be a blessing. Because this work is such a blessing to Cody, he took his time to become a CFP® Professional and to gather a great base of knowledge for himself in a field that he performs best in: financial planning, a career at the crossroads of meeting new people, analyzing options, and building relationships.

He knows he has found his sweet spot because this is the work he does best, the work he enjoys doing, and the work that matters to him as the sighs of relief, the looks of realization, and the drive to find those constant 1% improvements shine all around him in the form of people and families that have reached out for help.

Scheduling a commitment free call with him today could be the start of your own synergistic relationship with him, and he welcomes you to do so.

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 the Central North Carolina and Central Virginia Area
  • CFP® Professional
  • Series 7 and 65 Licensed
  • Licensed for Life Insurance and Long-Term Care Insurance
  • Listens to and/or reads: Dave Ramsey, John Delony, J.D. Greear, Simon Sinek
  • Cody enjoys his weekends outside being active and spending time with loved ones

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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