Current Clients

Annuities Accounts:

Refer to your statement for the annuity product you currently hold.

Prudential: https://www.prudential.com/acc/register
Equitable: https://equitable.com/login
Nationwide: https://www.nationwide.com/account-login
Jackson: https://www.jackson.com/login/login.xhtml
Symetra: https://profile.symetra.com/webcontent/
The Standard: https://login.standard.com/
Allianz: https://www.allianzlife.com/Login
Principal: https://www.principal.com/individuals

Investment Accounts:

Registration (Step 1)

You can register and create your login by visiting the following link: Prudential.com/acc/register

Click “Register”
Select Investments LPL
Enter your Account Number
Under Product, select “COMMAND/Investments”
Once logged-in, scroll to the bottom of the screen and select “View Details” –this will direct you to Account View

Account View (Step 2)

Once Registered, you can access your account directly through LPL’s Account View Platform

Remember to Bookmark this page!
Click on Login with a Partner

Looking to contribute or withdraw funds:

Call us at 619-358-6161

Looking for a 1099:

LPL Account View: login on https://accountview.lpl.com/web/documents?document=taxForms

Go to Documents > Tax Forms

Annuities or life insurance:

https://www.prudential.com/acc/register

Life insurance Accounts:

Prudential: https://www.prudential.com/login

Documents & Forms:

Other links:

Social Security Administration: https://ssa.gov

Finra Broker Check – https://brokercheck.finra.org/

Codega Wealth Advisors does business in the following states:
Securities licensed: AZ, CA, CO, FL, MD, MO, NV, NY, OR, TN, TX, WA
Variable Annuities: AZ, CA, CO, FL, MA, MD, MO, NV, NY, OR, PA, TN, TX, UT, WA
Variable Life Insurance: AZ, CA, CO, FL, MA, MD, MO, MT, NV, NY, OR, PA, TN, TX, UT, WA
Fixed Annuities: AZ, CA, CO, FL, MA, MD, MO, MT, NV, NY, OR, TN, TX, UT, WA
Life Insurance: AZ, CA, CO, FL, MA, MD, MO, MT, NV, NY, OR, TN, TX, UT, WA

LPL Enterprise Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

Felicity Di Pisa, RICP | 6895 Fisk Ave, San Diego, CA 92122 | CA Insurance Lic. #0I40459.

Amal Hagisufi | 6895 Fisk Ave, San Diego, CA 92122 | CA Insurance Lic. #0K97642.

RICP conferred by The American College.

Photos by San Diego Photographer

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affi liate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affi liated with Codega Wealth Advisors or Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Offering financial planning services and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Prudential, the Prudential logo, and the Rock Symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC. Codega Wealth Advisors is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. Codega Wealth Advisors and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.