Gordon Woodruff, financial advisor Charlotte NC
93 score

Gordon Woodruff

CRD Number: 5415654
Current Firm: Edward Jones

Gordon Woodruff (CRD# 5415654) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Sep 2010 - Current 6
Wachovia Securities, LLC Charlotte, NC Feb 2008 - Sep 2010 2
Wachovia Bank, N.a. Charlotte, NC Jul 2006 - Sep 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Gordon C. Woodruff
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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