Brett Wooten, financial advisor Marietta GA
90 score

Brett Wooten

CRD Number: 5928719
Current Firm: Primerica Advisors

Brett Wooten (CRD# 5928719) is an Investment Advisor Representative working at Primerica Advisors in Marietta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bw Holdings LLC Atlanta, GA Mar 2016 - Current < 1
Ksa Lawrenceville, GA Mar 2016 - Current < 1
Pfs Investments, Inc. Marietta, GA Jul 2011 - Current 5
Primerica Financial Services Marietta, GA Feb 2009 - Current 7
Oglethorpe University Atlanta, GA Aug 2007 - Feb 2009 1
Kennesaw State University Kennesaw, GA Jan 2007 - Aug 2007 < 1
Lee University Cleveland, TN Aug 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Brett A. Wooten
Phone Number: 800-544-5445
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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
90
Clean Record
This advisor has a clean track record with regulators.

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