Douglas WoodwardCRD Number: 3018072
Current Firm: Td Private Client Wealth LLC
Douglas Woodward (CRD# 3018072) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Calverton, MD and has over 20 years of experience in the finance industry. Douglas Woodward 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Commonwealth Financial Network
|Td Private Client Wealth LLC||Calverton, MD||Feb 2017 - Current||1|
|Td Bank, N.a.||Vienna, VA||Feb 2017 - Current||1|
|Wells Fargo Clearing Services, LLC||Baltimore, MD||Nov 2016 - Feb 2017||< 1|
|Wells Fargo Advisors LLC||Baltimore, MD||May 2009 - Nov 2016||7|
|Wachovia Bank, N.a.||Baltimore, MD||Mar 2008 - May 2009||1|
|Wachovia Securities, LLC||Baltimore, MD||Mar 2008 - May 2009||1|
|Banc Of America Investment Services, Inc.||Baltimore, MD||Feb 2001 - Mar 2008||7|
|Bank Of America, N.a.||Baltimore, MD||Apr 1989 - Mar 2008||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management2,695MILLIONS
Total Number of Accounts2,389ACCOUNTS
Average Account Value$1,127,962
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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