Unclaimed Profile

Donald Morris Woodard

WESTERN RESEARCH AND MANAGEMENT, L.L.C.·FORT WORTH, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean record28 years registeredWESTERN RESEARCH AND MANAGEMENT, L.L.C.

3100 W SEVENTH STREET, FORT WORTH, TX 76107CRD# 1214213Firm CRD# 109509

Profile Verification

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

Identity

Donald Morris Woodard · FORT WORTH, TX

Registration

CRD #1214213 · WESTERN RESEARCH AND MANAGEMENT, L.L.C. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTERN RESEARCH AND MANAGEMENT, L.L.C.

WESTERN RESEARCH AND MANAGEMENT, L.L.C.

Feb 1998 – May 2019

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 79TO

Series 99TO

Registration record

First registered · February 20, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTERN RESEARCH AND MANAGEMENT, L.L.C.

CRD 109509 · SEC 802-116810

AUM

$284M

Regulatory assets under management

Services offered by WESTERN RESEARCH AND MANAGEMENT, L.L.C.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WESTERN RESEARCH AND MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Donald Morris Woodard offer?

Donald Morris Woodard specializes in Investment Management, Retirement Planning, Wealth Management.

What are Donald Morris Woodard's credentials?

Donald Morris Woodard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Morris Woodard located?

Donald Morris Woodard is based in FORT WORTH, Texas, last registered with WESTERN RESEARCH AND MANAGEMENT, L.L.C..

How does Donald Morris Woodard charge for services?

Donald Morris Woodard'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 WESTERN RESEARCH AND MANAGEMENT, L.L.C.?

WESTERN RESEARCH AND MANAGEMENT, L.L.C. is a registered investment adviser with the SEC, managing $284M in regulatory assets under management. See their Form ADV for full details.

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