Colin Woodhouse, financial advisor Rockville Centre NY

Colin Woodhouse

CRD Number: 2212662
Current Firm: Lpl Financial LLC

Colin Woodhouse (CRD# 2212662) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville Centre, NY and has over 31 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Rockville Centre NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Deva Panambur,  CFA®, CFP®, financial advisor Rockville Centre NY
Deva Panambur, CFA®, CFP®
CRD# 4632189
Sarsi, LLC
Similar Advisors
Alexander Bass, financial advisor Rockville Centre NY
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Great Neck, NY Nov 2020 - Current 3
Hornor Townsend & Kent Uniondale, NY Mar 2004 - Nov 2020 16
Penn Mutual Life Insurance Co Uniondale, NY Mar 2004 - Nov 2020 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Aug 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Colin D. Woodhouse
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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)
  • Educational seminars/workshops
  • 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, MA, 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

Ready to hire a financial advisor? Get competitive proposals from Colin Woodhouse and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.