Victor Colella (CRD# 6592031) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodward Financial Advisors, Inc. | Chapel Hill, NC | Dec 2019 - Current | 4 |
| Unemployed | Chapel Hill, NC | Aug 2019 - Nov 2019 | < 1 |
| Adviser Investments | Newton, MA | Aug 2016 - Jul 2019 | 2 |
| Nylife Securities LLC | Waltham, MA | Feb 2016 - Aug 2016 | < 1 |
| Eagle Strategies LLC | Waltham, MA | Feb 2016 - Aug 2016 | < 1 |
| New York Life Ins Co | Waltham, MA | Dec 2015 - Aug 2016 | < 1 |
| Ibm | Armonk, NY | Jul 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- NC
-
Total Assets Under Management511MILLIONS
-
Total Number of Accounts885ACCOUNTS
-
Average Account Value$577,634
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, NJ, TX
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