Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ross Woody is a financial advisor with Calton & Associates, Inc., located in Marble Falls, TX. Timothy has been in the financial services industry since 1996. Timothy is registered with the state of Texas as a securities agent and a general securities principal.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/14/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
TX
05/01/2018 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
FL
03/08/2016 - 04/19/2018
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
03/08/2016 - 04/19/2018
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
KS
12/01/2008 - 11/29/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MO
09/16/2008 - 12/03/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
09/27/1999 - 12/03/2008
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
12/03/1998 - 09/17/1999
SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)
RI
05/29/1996 - 12/10/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 06/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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