Clifford
Woodard

Schwab Private Client Investment Advisory, Inc

CRD#4418176
Investment Advisor
in Orlando, FL
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About this Advisor

Clifford Woodard is a certified financial planner whose office is in Orlando, Florida. Currently a registered financial advisor at Schwab Private Client Investment Advisory, Inc, Woodard has 11 years of experience in the financial advisory industry. Woodard maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Woodard is registered to advise customers in Florida. Woodard has gained experience at Suntrust Banks, Inc, Schwab Private Client Invest Advisory, Charles Schwab & Co., Inc, Enterprise Florida, Inc and Suntrust Banks Inc. Schwab Private Client Investment Advisory, Inc is headquartered in Orlando, Florida, and operates out of 10 additional brick-and-mortar locations in the nation. As a company, Schwab Private Client Investment Advisory, Inc oversees $90 billion in assets across 108,791 accounts and retains more than 598 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. Currently 66% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Schwab Private Client Investment Advisory, Inc can provide financial planning services and portfolio management for individuals and small businesses. The firm's fees may include other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Clifford Woodard Work History

Clifford has 11 years of experience.

2016 - Present (3 years)

Schwab Private Client Invest Advisory

2016 - Present (3 years)

Charles Schwab & Co., Inc

2014 - 2016 (2 years)

Suntrust Banks Inc

2010 - 2014 (4 years)

Suntrust Banks, Inc

2007 - 2010 (3 years)

Enterprise Florida, Inc

Disclosures

Clifford Woodard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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