Unclaimed Profile

William Franklin Woodall

CAPITAL STRATEGIES INVESTMENT GROUP LLC·OAKBROOK TERRACE, Illinois

Series 7, Series 63, Series 65Clean record22 years registeredCAPITAL STRATEGIES INVESTMENT GROUP LLC

ONE PARKVIEW PLAZA, OAKBROOK TERRACE, IL 60181CRD# 4367091Firm CRD# 150091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Franklin Woodall · OAKBROOK TERRACE, IL

Registration

CRD #4367091 · CAPITAL STRATEGIES INVESTMENT GROUP LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL STRATEGIES INVESTMENT GROUP LLC

CAP STRAT

Aug 2014 – Mar 2024

OAKBROOK TERRACE, IL

WELLS FARGO ADVISORS, LLC

Jan 2004 – Jun 2009

NAPERVILLE, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 13, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL STRATEGIES INVESTMENT GROUP LLC

CRD 150091 · SEC 801-70212

AUM

$19.1B

Regulatory assets under management

Employees

2,100 client accounts

Services offered by CAPITAL STRATEGIES INVESTMENT GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL STRATEGIES INVESTMENT GROUP LLC →

Introduction

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Frequently Asked Questions

What services does William Franklin Woodall offer?

William Franklin Woodall specializes in Financial Planning, Investment Management, Wealth Management.

What are William Franklin Woodall's credentials?

William Franklin Woodall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Franklin Woodall located?

William Franklin Woodall is based in OAKBROOK TERRACE, Illinois, last registered with CAPITAL STRATEGIES INVESTMENT GROUP LLC.

How does William Franklin Woodall charge for services?

William Franklin Woodall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL STRATEGIES INVESTMENT GROUP LLC?

CAPITAL STRATEGIES INVESTMENT GROUP LLC has approximately 22 employees and manages $19.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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