Woody WilkinsonCRD Number: 1270433
Current Firm: Axa Advisors, LLC
Woody Wilkinson (CRD# 1270433) is an Investment Advisor Representative working at Axa Advisors, LLC in Smithfield, NC and has over 32 years of experience in the finance industry.
Portfolio Medics, LLC
Ameriprise Financial Services, Inc.
Cardinal Capital Management Inc.
|Axa Advisors, LLC||New York, NY||Jun 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- 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
- Pension consulting services
- 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, 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