James Woodruff (CRD# 7062936) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marble Falls, TX and has over 4 years of experience in the finance industry.
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
CRD# 6433039
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodruff Wealth Management, Inc. | Marble Falls, TX | Jul 2019 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Marble Fals, TX | May 2019 - Current | 5 |
| Raymond James Financial Services | Ballinger, TX | Feb 2019 - Current | 5 |
| Southern Glazers | Dallas, TX | Jun 2018 - Dec 2018 | < 1 |
| Unemployment | Ballinger, TX | May 2018 - Jun 2018 | < 1 |
| Texas A&m University | Collage Station, TX | Aug 2014 - May 2018 | 3 |
| Unemployement | Ballinger, TX | May 2014 - Aug 2014 | < 1 |
| Ballinger Iso | Ballinger, TX | Aug 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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