Charles Woodbury, financial advisor Hunt Valley MD

Charles Woodbury

CRD Number: 1404657
Current Firm: Park Avenue Securities LLC

Charles Woodbury (CRD# 1404657) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hunt Valley, MD and has over 35 years of experience in the finance industry.

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Founders Financial Securities, LLC
Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Hunt Valley, MD Jun 2019 - Current 1
Park Avenue Securities Hunt Valley, MD Jun 2019 - Current 1
Guardian Life Insurance Co Of America Sparks, MD Nov 2008 - Jun 2019 10
Park Avenue Securities LLC Sparks, MD Nov 2008 - Jun 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Apr 2000
By the Numbers
  • Total Assets Under Management
    5,706
    MILLIONS
  • Total Number of Accounts
    31,460
    ACCOUNTS
  • Average Account Value
    $181,366
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
  • 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, 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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