John Wooten (CRD# 5527193) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brentwood, TN and has over 15 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2018 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2018 - Current | 6 |
| Marcum Benefit | Brentwood, TN | Nov 2016 - Current | 7 |
| Principal Life Insurance Company | Brentwood, TN | Jan 2015 - Current | 9 |
| Princor Financial Services Corporation | Brentwood, TN | Jan 2015 - Jan 2018 | 3 |
| Northstar Wealth Management | Brentwood, TN | Jan 2015 - Jan 2018 | 3 |
| Massmutual Life Insurance Company | Brentwood, TN | May 2008 - Jan 2015 | 6 |
| Mml Investors Services, Inc. | Brentwood, TN | May 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
- TN
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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