Brooke Woodson (CRD# 6901880) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
CRD# 5352754
Charles Schwab & Company, Inc.
CRD# 4922143
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5475794
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Westlake, TX | May 2020 - Current | 4 |
| Td Ameritrade | Southlake, TX | Jun 2018 - Apr 2020 | 1 |
| Aerotek | Hurst, TX | Jan 2018 - Jun 2018 | < 1 |
| The Classic Cafe | Roanoke, TX | Aug 2017 - Jan 2018 | < 1 |
| The Law Office Of Timothy Vinson | Hurst, TX | Sep 2016 - Jan 2018 | 1 |
| Breadwinners | Fort Worth, TX | Nov 2016 - Aug 2017 | < 1 |
| The Gingerman | Southlake, TX | Apr 2016 - Nov 2016 | < 1 |
| Central Market | Southlake, TX | Dec 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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