Brandon Wooley (CRD# 6517250) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Jefferson City, MO and has over 8 years of experience in the finance industry.
CRD# 2788374
Lpl Financial LLC
CRD# 4433438
Edward Jones
CRD# 5878134
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenleaf Financial Network, LLC | Jefferson City, MO | Jan 2019 - Current | 5 |
| Various Insurance Carriers For W&r Insurance Agencies | Jefferson City, MO | Mar 2016 - Current | 8 |
| Hancock Mortgage Partners | Jefferson City, MO | Feb 2014 - Current | 10 |
| The Credit Restore, LLC | Jefferson City, MO | Nov 2008 - Current | 15 |
| Waddell & Reed Inc. | Jefferson City, MO | Sep 2015 - Jul 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- MO
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts290ACCOUNTS
-
Average Account Value$294,850
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MD, MO, NJ, PA, TX, VA
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