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WOODSTOCK FINANCIAL GROUP, INC.
WOODSTOCK FINANCIAL GROUP, INC.
WOODSTOCK, Georgia
·
4 registered advisors
·
CRD# 38095
SEC# 801-65881
26
770-516-6996
01
Firm Overview
AUM
$246M
Regulatory assets under management
Employees
60
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WOODSTOCK FINANCIAL GROUP, INC.
4 registered advisors
Dale Conrad Welty
WOODSTOCK, Georgia
CRD# 4456450
Geoffrey Teale Chalmers
WOODSTOCK, Georgia
CRD# 1986599
Melissa Lynn Whitley
WOODSTOCK, Georgia
CRD# 2615710
Morris Leon Brunson
WOODSTOCK, Georgia
CRD# 2591114
05
Office Locations
WOODSTOCK, Georgia
4 advisors
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Data sourced from SEC Form ADV filings. WOODSTOCK FINANCIAL GROUP, INC. (CRD# 38095) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.