Finley Woodward, financial advisor Pensacola FL
90 score

Finley Woodward

CRD 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.

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Company Name Location Dates Years
Park Avenue Securities Pensacola, FL Nov 2012 - Current 4
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
Contact Info for Finley B. Woodward
Phone Number: 1-888-600-4667
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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