Christopher
Wooldridge

W&S Brokerage Services, Inc

CRD#7705469
Investment Advisor
in Houston, TX

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About this Advisor

Christopher Wooldridge is a financial advisor based in Houston, Texas, working with W&S Brokerage Services, Inc. Christopher has previously held positions at W&S Brokerage, Western & Southern Life, Chris Properties, Remax, Hardie's Fresh Foods, and Bakemark. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Christopher is part of W&S Brokerage Services, Inc, which operates out of Houston, Texas. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1616 S Voss Road Suite 500
Houston, TX 77057

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W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

TX Average: $2,106,341,625
Total Number of Employees

85

TX Average: 34
Total Number of Accounts

451

TX Average: 1,972
Average Account Size

$272,427

TX Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christopher Wooldridge Work History

2023 - Present (2 years)

W&S Brokerage

2023 - 2023 (< 1 year)

Western & Southern Life

2021 - 2023 (2 years)

Chris Properties

2017 - 2021 (4 years)

Remax

2016 - 2017 (1 year)

Hardie'S Fresh Foods

2012 - 2016 (4 years)

Bakemark

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Wooldridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at W&S Brokerage Services, Inc

Poh Wah Kenney Yiow
Roanoke, TX
Vivienne Ather
Jacksonville, FL
David Goldman
Owings Mills, MD
Dwayne Daniels
Loveland, OH
Remington Taylor
Cincinnati, OH
David Adamson
Orland Park, IL
Cindy Tsai
Cincinnati, OH
Jonathan Levine
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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