Edwin Woolley
CRD Number: 4143172Current Firm: United Planners' Financial Services Of America A Limited Partner
Edwin Woolley (CRD# 4143172) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Twin Falls, ID and has over 24 years of experience in the finance industry. Edwin Woolley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6022002
Lpl Financial LLC
CRD# 5640098
State Farm Investment Management Corp.
CRD# 6484233
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Mar 2023 - Current | 1 |
| Edwin J Woolley | Twin Falls, ID | Sep 2015 - Current | 8 |
| Duncan Financial Planning Advisors | Laguna Niguel, CA | Feb 2021 - Mar 2023 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2015 - Mar 2023 | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2015 - Mar 2023 | 7 |
| Valic Financial Advisors, Inc. | Lakewood, CO | Nov 2009 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- ID
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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