Unclaimed
Bennett Hampton Woodward is a financial advisor with over 16 years of experience in the financial services industry. Bennett is currently registered with Waterloo Capital and Intelligent Wealth Solutions LLC. Bennett has a strong track record of providing investment advice and financial planning services to a diverse clientele. Bennett specializes in working with high net worth individuals and families as well as pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
12/16/2016 - Present
Waterloo Capital (AUSTIN TX)
GA
07/20/2004 - 11/15/2010
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
BOTH
Issued 09/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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