Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Frank Woodley is an Investment Advisor Representative with Woodley Farra. Donald has been in the industry since October 1995. Donald is registered with the state securities regulators of Illinois, Indiana, Kentucky, and Texas. Donald is also a Chartered Financial Analyst. Donald has over 25 years of experience in providing investment advisory services. Donald specializes in providing investment advice to individuals, high-net-worth individuals, charitable organizations, and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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09/10/2010 - Present
Woodley Farra (INDIANAPOLIS IN)
Active
Inactive
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