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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Grady Woodall is a financial advisor with Hornor, Townsend & Kent, LLC based in Draper, Utah. James has over 40 years of experience in the financial services industry. James has a strong background in insurance sales and is a Certified Financial Planner. James is registered with the state of Utah as both a Registered Investment Advisor and Broker-Dealer. James specializes in helping individuals, families, and businesses achieve their financial goals. He offers a variety of financial services, including financial planning, investment management, and insurance. James has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
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.
Trail commissions, distribution assistance fees
1
2
UT
04/23/2007 - Present
Hornor, Townsend & Kent, LLC (Draper UT)
ID
02/10/2004 - 04/11/2007
ONEAMERICA SECURITIES, INC. (MALAD CITY ID)
UT
05/21/2003 - 02/03/2004
FIRST WESTERN ADVISORS (HOLLADAY UT)
MA
09/19/2002 - 05/29/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
08/04/2000 - 11/08/2002
THE MERCHANTHOUSE SECURITIES, INC. (NEW ALBANY IN)
IN
04/18/2000 - 07/18/2000
THE MERCHANTHOUSE SECURITIES, INC. (NEW ALBANY IN)
KS
09/21/1999 - 12/10/1999
CORNERSTONE INVESTMENTS, L.L.C. (TOPEKA KS)
IA
06/02/1998 - 06/14/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
KS
03/25/1986 - 05/14/1998
PRIMELINE SECURITIES CORP. (WICHITA KS)
NA
03/20/1984 - 08/05/1985
TITAN CAPITAL CORPORATION
NA
12/16/1982 - 03/20/1984
WESTLAKE SECURITIES, INC.
NA
07/08/1974 - 01/22/1982
HOME LIFE INSURANCE COMPANY
NA
02/13/1974 - 08/24/1974
LINSCO CORPORATION
NA
10/15/1973 - 04/04/1974
HARTFORD VARIABLE ANNUITY LIFE LIFE INSURANCE COMPANY
NA
08/08/1972 - 07/26/1973
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 03/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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