Brittany Woodruff (CRD# 6351148) is an Investment Advisor Representative working at Pma Asset Management, LLC in Naperville, IL and has over 9 years of experience in the finance industry.
CRD# 2010380
Forum Financial Management, LP
CRD# 6874212
Avantax Advisory Services
CRD# 1645288
Adamec Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pma Securities, LLC | Lancaster, PA | Feb 2021 - Current | 3 |
| Pma Financial Network, LLC | Naperville, IL | Feb 2021 - Current | 3 |
| Rbc Capital Markets, LLC | Lancaster, PA | Sep 2017 - Jan 2021 | 3 |
| Rbc Global Asset Management (u.s) Inc. | Lancaster, PA | Sep 2017 - Jan 2021 | 3 |
| Bny Mellon | Orlando, FL | Jul 2017 - Aug 2017 | < 1 |
| Unemployed | Orlando, FL | Feb 2017 - Jun 2017 | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jun 2014 - Jan 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- PA
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Total Assets Under Management26,994MILLIONS
-
Total Number of Accounts499ACCOUNTS
-
Average Account Value$54,095,614
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CO, FL, IA, IL, MI, MN, MO, NE, NY, OK, PA, SD, TX, WI
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