Brooke Woodson, financial advisor Westlake TX

Brooke Woodson

CRD Number: 6901880
Current Firm: Charles Schwab & Company, Inc.

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.

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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
Contact Info for Brooke M. Woodson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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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