Leah Woodly (CRD# 6350825) is an Investment Advisor Representative working at Dorval & Chorne Financial Advisors in Frederick, MD and has 1 year of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dorval & Chorne Financial Advisors | Maple Grove, MN | Sep 2022 - Current | 1 |
| Jacobs | Hanover, MD | Jan 2017 - Nov 2023 | 6 |
| Advisornet Wealth Management | Minneapolis, MN | Sep 2022 - Sep 2023 | 1 |
| Greater Mt. Calvary Holy Church | Washington, DC | Jan 2015 - Jan 2017 | 2 |
| Jonathan Bulman (lincoln Financial Group) | North Bethesda, MD | Jun 2014 - Jan 2015 | < 1 |
| Bechtel Corporation | Reston, VA | Jun 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- MD
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts1,517ACCOUNTS
-
Average Account Value$168,222
- 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
- Educational seminars/workshops
CA, FL, LA, MD, MN, ND, TX, WI
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