Victor Colella, financial advisor Chapel Hill NC

Victor Colella

CRD Number: 6592031
Current Firm: Woodward Financial Advisors, Inc.

Victor Colella (CRD# 6592031) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Woodward Financial Advisors, Inc. Chapel Hill, NC Dec 2019 - Current 4
Unemployed Chapel Hill, NC Aug 2019 - Nov 2019 < 1
Adviser Investments Newton, MA Aug 2016 - Jul 2019 2
Nylife Securities LLC Waltham, MA Feb 2016 - Aug 2016 < 1
Eagle Strategies LLC Waltham, MA Feb 2016 - Aug 2016 < 1
New York Life Ins Co Waltham, MA Dec 2015 - Aug 2016 < 1
Ibm Armonk, NY Jul 2013 - Mar 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2016
Contact Info for Victor L. Colella
Phone Number: 919-929-2495
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    885
    ACCOUNTS
  • Average Account Value
    $577,634
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, NJ, TX

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