Brooke Wooding, financial advisor Philadelphia PA

Brooke Wooding

CRD Number: 6834334
Current Firm: Wells Fargo Clearing Services, LLC

Brooke Wooding (CRD# 6834334) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Folsom, PA Jul 2017 - Current 3
Wells Fargo Bank, Na Folsom, PA Feb 2015 - Current 5
Liberty University Lynchburg, VA Mar 2016 - May 2017 1
Self Employed Chadds Ford, PA Dec 2013 - Feb 2015 1
Friendlys Inc. Chadds Ford, PA Sep 2012 - Dec 2013 1
West Chester University West Chester, PA Aug 2012 - Dec 2013 1
Friendlys Inc. Danville, PA Jul 2009 - Dec 2012 3
Drexel University Philadelphia, PA Sep 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Brooke Wooding
Phone Number: 314-875-3000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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