Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Woodward is a financial advisor with over 20 years of experience in the financial services industry. William is registered with LPL Financial LLC and has a Series 7, Series 63, and Series 66. William has previously worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. William holds a state registration in 12 states and has a firm BC scope of "Active". The firm has over 168,000 clients and has over $50 Billion in assets under management. William provides a variety of advisory services including: financial planning, portfolio management for businesses and individuals, educational seminars, selection of other advisers, pension consulting, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
05/01/2015 - Present
LPL Financial LLC (CENTENNIAL CO)
CO
01/01/2008 - 05/04/2015
WELLS FARGO ADVISORS, LLC (GREENWOOD VILLAGE CO)
CO
03/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
CO
05/17/2006 - 03/20/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
RI
03/12/2001 - 05/11/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
01/01/1994 - 03/02/2001
ASSOCIATED SECURITIES CORP. (BOSTON MA)
BOTH
Issued 01/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Woodward is the right advisor for you? Invested Better is here to help.
