Barbara Woodcock
Barbara Woodcock is a registered investment advisor at Raymond James & Associates, INC., based in Winston-Salem, NC, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 North Main Street, Suite 2400, Winston-Salem, NC, 27101
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2024Customer Dispute
October 2008Other Business Activities
Barbara is a 50% member of Woodcock Racing Rods and Restorations LLC, an automotive restoration business, since 2017. She spends a few hours per week ordering parts, assisting with restorations, preparing payroll, depositing checks, and paying invoices.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
UBS Painewebber INC.
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations33 states
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.