Finley WoodwardCRD Number: 6020806
Current Firm: Park Avenue Securities LLC
Finley Woodward (CRD# 6020806) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pensacola, FL and has over 3 years of experience in the finance industry.
Walker Wealth Advisors, LLC
Northwestern Mutual Investment Services,llc
Lpl Financial LLC
|Park Avenue Securities||Pensacola, FL||Nov 2012 - Current||3|
|Guardian Life Insurance Company||Pensacola, FL||May 2012 - Current||4|
|Escambia Co Schools||Pensacola, FL||Aug 2011 - Jun 2012||< 1|
|Donelson Christian Acad||Nashville, TN||Jul 2009 - Jul 2011||2|
|Wilson Co Schools||Mount Juliet, TN||Jul 2008 - Jul 2009||1|
|Platinum Financial||Nashville, TN||Jul 2005 - Jul 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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