Charles Woodward (CRD# 2627039) is an Investment Advisor Representative working at Independent Financial Partners in Yulee, FL and has over 25 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Jacksonville, FL | May 2019 - Current | 4 |
| Independent Financial Partners | Jacksonville, FL | Oct 2013 - Current | 10 |
| Lpl Financial, LLC | Jacksonville, FL | Aug 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- GA
- SC
- VA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
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