Joshua WoodfordCRD Number: 5890865
Current Firm: Bridgers Wealth Management, LLC
Joshua Woodford (CRD# 5890865) is an Investment Advisor Representative working at Bridgers Wealth Management, LLC in Moorestown, NJ and has over 5 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Rockcrest Financial LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2016 - Current||< 1|
|Bridgers Wealth Management||Moorestown, NJ||Nov 2015 - Current||< 1|
|Lane Bridgers||Moorestown, NJ||Aug 2012 - Nov 2015||3|
|Morgan Stanley Smith Barney||Philadelphia, PA||Feb 2011 - Jul 2012||1|
|Ksw Marketing||Mount Laurel, NJ||Aug 2010 - Feb 2011||< 1|
|Pure Marketing Concepts||Mount Laurel, NJ||Jul 2007 - Aug 2010||3|
|Choice Promotional Group||Norristown, PA||Oct 2006 - Jul 2007||< 1|
|Phoenix Promotional Group||Security Square, MD||Feb 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management221MILLIONS
Total Number of Accounts1,438ACCOUNTS
Average Account Value$153,833
- 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
CA, DE, FL, GA, IA, MD, NC, NJ, PA, VA
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