Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Blakley Woodard is a financial advisor with over 28 years of experience in the industry. William is currently registered with Level Four Advisory Services. William holds Series 6, 7, and 63 licenses, along with the SIE. He is a Chartered Financial Consultant and has a long history of working with clients in the areas of financial planning, portfolio management, and pension consulting. In addition to his work at Level Four Advisory Services, William is also a licensed insurance agent, a notary public in Texas, and an active member of several community organizations. William has worked for several firms throughout his career, including Kovach Securities Inc., Resource Horizons Group LLC, Investors Capital Corp., Capital Brokerage Corporation, and Forth Financial Securities, Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
01/03/2024 - Present
Level Four Advisory Services (FORT WORTH TX)
TX
10/15/2014 - 01/02/2024
KOVACK SECURITIES INC. (Fort Worth TX)
TX
08/11/2003 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (FORT WORTH TX)
MA
09/04/2001 - 08/25/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
VA
12/01/1997 - 09/04/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
03/14/1995 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 02/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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