Alexis Woodward (CRD# 7327281) is an Investment Advisor Representative working at Blend Wealth in Indianapolis, IN and has 1 year of experience in the finance industry. Alexis 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.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blend Wealth Advisors LLC | Indianapolis, IN | Jul 2021 - Current | 2 |
| Market Street Wealth Management Advisors | Indianapolis, IN | Jun 2017 - Jul 2021 | 4 |
| Student | Indianapolis, IN | Jan 2011 - Jun 2017 | 6 |
| Cook Medical | Bloomington, IN | May 2016 - Aug 2016 | < 1 |
| Valeo Financial Advisors | Indianapolis, IN | Jan 2016 - May 2016 | < 1 |
- IN
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$89,453
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
IN, TX
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