Lauren Woodcock, financial advisor Clifton Park NY
89 score

Lauren Woodcock

CRD Number: 5386159
Current Firm: Axa Advisors, LLC

Lauren Woodcock (CRD# 5386159) is an Investment Advisor Representative working at Axa Advisors, LLC in Clifton Park, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jul 2013 - Current 3
Sotheby Institute Of Art New York, NY Aug 2011 - Oct 2013 2
Louise Blouin Media, Artinfo New York, NY Sep 2012 - May 2013 < 1
Axa Advisors New York, NY May 2011 - Aug 2011 < 1
Dickinson College Carlisle, PA Aug 2007 - May 2011 3
Axa Equitable Clifton Park, NY May 2007 - Aug 2010 3
Shenendehowa High School Clifton Park, NY Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Lauren E. Woodcock
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • NV
  • NJ
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
89
Clean Record
This advisor has a clean track record with regulators.

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