CW
CW
Charles Woodward is a registered investment advisor, based in Yulee, FL, with 30 years of industry experience.
Location
Yulee, FL
Get directionsHistory
Regulatory History (1)
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Financial
January 2019Final
Other Business ActivitiesSells Insurance
Charles is the owner of Performance Wealth, a non-variable insurance DBA, dedicating about half of his time to it. He also sells fixed insurance products, including life, fixed/indexed annuities, DII, and LTC, through various carriers, spending a few hours per week on this activity.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Suncoast Advisory Group
August 2012 - October 2013 · 1 yr 2 mos
LPL Financial LLCBroker
August 2012 - June 2019 · 6 yrs 10 mos
Lincoln Financial Advisors Corporation
July 1995 - August 2012 · 17 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
July 1995 - August 2012 · 17 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
July 1995 - April 2006 · 10 yrs 9 mos
State Registrations3 states
FLGAVA
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.