Virginia Woods, financial advisor New Freedom PA

Virginia Woods

CRD Number: 6397991
Current Firm: Truist Advisory Services, Inc.

Virginia Woods (CRD# 6397991) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Freedom, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. New Freedom, PA Feb 2021 - Current 3
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 3
Bb&t Securities, LLC New Freedom, PA Jan 2018 - Current 6
Bb&t Investment Services, Inc. New Freedom, PA Nov 2015 - Current 8
Cetera Investment Advisers LLC New Freedom, PA Sep 2015 - Nov 2015 < 1
Cetera Investment Services LLC St.cloud, MN Sep 2014 - Nov 2015 1
Susquehanna Bank New Freedom, PA Feb 2010 - Nov 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Virginia I. Woods
Phone Number: 404-813-7713
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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