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Denise Allison Woodham

Spring Creek Investments

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About Denise Allison Woodham

Denise Allison Woodham is an investment advisor representative at Spring Creek Investments. Denise has been in the industry since 1987 and holds licenses in the state of Alabama. Denise has experience in various areas of financial planning, including financial analysis services, selection of other advisers, and portfolio management for corporations and other businesses. Denise currently holds the Series 3, 7, 24, 63, and 65 licenses.

Firm Information

Denise Woodham is currently registered with Spring Creek Investments. Spring Creek Investments is an investment adviser that provides other financial analysis services as well as selection of other advisers. The firm has 1 investment adviser representative and serves 6 corporations or other businesses.

Not reported

Assets Under Management

8

Total Clients

1

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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any other financial analysis services requested.

Any other financial analysis services requested.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum account fees

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Denise Woodham’s Registration & Firm History

AL

01/27/2009 - Present

Spring Creek Investments (MONTEVALLO AL)

AL

01/27/2005 - 04/12/2005

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

AL

11/25/1987 - 07/25/1996

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 06/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/1990

Series 24 - General Securities Principal Examination

BC

Issued 09/27/1988

Series 3 - National Commodity Futures Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denise Allison Woodham.
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