Woodmont Advisory Group, Inc.

Woodmont Advisory Group, Inc. (CRD# 112276) is a financial advisory firm headquartered in Brandon, MS. They manage $83,088,256 in 322 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $258,038
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MS, SC, TN, TX

Financial Advisors at Woodmont Advisory Group, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Lisa W. Davis
CRD#: 1447444
301 Boler Estates Drive, Brandon, MS 39042
93
Wealthminder
score

Lisa Davis (CRD# 1447444) is an Investment Advisor Representative working at Woodmont Advisory Group, Inc. in Brandon, MS and has over 31 years of experience in the finance industry.

2
Todd B. Rushing
CRD#: 3100812
301 Boler Estates Drive, Brandon, MS 39042
93
Wealthminder
score

Todd Rushing (CRD# 3100812) is an Investment Advisor Representative working at Woodmont Advisory Group, Inc. in Brandon, MS and has over 19 years of experience in the finance industry.

3
Thomas C. Billups
CRD#: 4403689
301 Boler Estates Drive, Brandon, MS 39042
87
Wealthminder
score

Thomas Billups (CRD# 4403689) is an Investment Advisor Representative working at Woodmont Advisory Group, Inc. in Brandon, MS and has 1 year of experience in the finance industry.

4
Dora C. Carl
CRD#: 1337215
301 Boler Estates Drive, Brandon, MS 39042
87
Wealthminder
score

Dora Carl (CRD# 1337215) is an Investment Advisor Representative working at Woodmont Advisory Group, Inc. in Brandon, MS and has 1 year of experience in the finance industry.

5
Steven D. Daniels
CRD#: 4714177
301 Boler Estates Drive, Brandon, MS 39042
87
Wealthminder
score

Steven Daniels (CRD# 4714177) is an Investment Advisor Representative working at Woodmont Advisory Group, Inc. in Brandon, MS and has 1 year of experience in the finance industry.

6
Charles V. Michell
CRD#: 4714163
301 Boler Estates Drive, Brandon, MS 39042
87
Wealthminder
score

Charles Michell (CRD# 4714163) is an Investment Advisor Representative working at Woodmont Advisory Group, Inc. in Brandon, MS and has 1 year of experience in the finance industry.

7
Henry W. Stephenson
CRD#: 2837435
301 Boler Estates Drive, Brandon, MS 39042
87
Wealthminder
score

Henry Stephenson (CRD# 2837435) is an Investment Advisor Representative working at Woodmont Advisory Group, Inc. in Brandon, MS and has 1 year of experience in the finance industry.

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