KW
CFP · ChFC
KW
CFP · ChFC

Kenneth Woodham

44 Years of Experience
Dothan, AL
1 DisclosureBroker

Kenneth Woodham is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Dothan, AL, with 44 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

256 Honeysuckle Rd, Ste 25, Dothan, AL, 36305

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1997
Settled
Other Business Activities

Kenneth is a co-trustee for his parents' trust, dedicating minimal time. He also has 100% ownership of Halftime Advisory LLC and Halftime Investment Properties, LLC, dedicating full-time hours to the advisory business and minimal time to the investment properties.

Employment History
Current Registrations
Wells Fargo Advisors
March 2007 - Present · 19 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2007 - Present · 19 yrs 4 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
August 1991 - March 2007 · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1982 - March 2007 · 25 yrs
State Registrations6 states
ALFLGAIDNCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kenneth Woodham - Financial Advisor | TrueAdvisor