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Woodrow Britton Tippett

Charles Schwab & CO., Inc.

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About Woodrow Britton Tippett

Woodrow Britton Tippett is a financial advisor with Charles Schwab & CO., Inc. located in Westlake, Texas. Woodrow has over 11 years of experience in the financial services industry. Prior to joining Charles Schwab & CO., Inc., Woodrow worked for CRI Securities, LLC and Securian Financial Services, Inc. Woodrow holds the Series 66, Series 7, and Series 7TO licenses. Woodrow has been registered with FINRA since April 2013. Woodrow's firm specializes in providing financial planning, portfolio management, and selection of other advisors.

Firm Information

Woodrow Tippett is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Woodrow Tippett’s Registration & Firm History

TX

08/27/2024 - Present

Charles Schwab & CO., Inc. (Westlake TX)

CO

08/08/2013 - 08/27/2015

CHARLES SCHWAB & CO., INC. (LONE TREE CO)

TX

04/26/2013 - 06/10/2013

CRI SECURITIES, LLC (DALLAS TX)

TX

04/26/2013 - 06/10/2013

SECURIAN FINANCIAL SERVICES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 07/25/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Woodrow Britton Tippett.
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