Schwab Private Client Investment Advisory, Inc
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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
Years of Experience
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Schwab Private Client Investment Advisory, Inc Brokerage Details
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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.
Schwab Private Client Invest Advisory
Charles Schwab & Co., Inc
Suntrust Banks Inc
Suntrust Banks, Inc
Enterprise Florida, Inc
Clifford Woodard has no disclosures.
Please visit their SEC profile for more details.