Shawn Wooden (CRD# 4988676) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fort Lauderdale, FL and has over 18 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Ft. Lauderdale, FL | Jul 2020 - Current | 3 |
Securities America Advisors, Inc. | Fort Lauderdale, FL | Jul 2020 - Current | 3 |
Investacorp, Inc. | Miami, FL | Jan 2020 - Jul 2020 | < 1 |
Investacorp Advisory Services | Miami, FL | Jan 2020 - Jul 2020 | < 1 |
Principal Securities Inc. | Miramar, FL | Mar 2016 - Jan 2020 | 3 |
Principal Life Ins Co | Miramar, FL | Dec 2012 - Jan 2020 | 7 |
Wooden Wealth Strategies | Miramar, FL | Jan 2013 - Nov 2018 | 5 |
Princor Financial Services Corp | Miramar, FL | Dec 2012 - Mar 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2005 |
S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- FL
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- 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
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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