Bryan Woodell is a registered investment advisor, based in Charlotte, NC, with 21 years of industry experience.
Location
1100 Kenilworth Ave, Suite 210, Charlotte, NC, 28204
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Regulatory History (2)
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Customer Dispute
July 2008Denied
Customer Dispute
December 2002Settled
Other Business ActivitiesSells Insurance
Bryan works as an insurance agent for Strategic Planning Group, focusing on multi-line insurance sales and service, dedicating nearly full-time hours to this. He also works as an agent for 1847 Financial, a life insurance brokerage, spending a few hours per week assisting in client meetings and case design.
Employment History
Current Registrations
Maplewood Investments, INC.Broker
January 2026 - Present · 3 mos
Blueprint Financial Advisors
January 2026 - Present · 3 mos
Maplewood Investments, INC.
January 2026 - Present · 3 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
November 2018 - January 2026 · 7 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
September 2018 - January 2026 · 7 yrs 4 mos
Prudential Financial Planning Services
May 2018 - August 2018 · 3 mos
Pruco Securities, LLC.Broker
April 2018 - August 2018 · 4 mos
Metlife Securities INC.
December 2007 - May 2011 · 3 yrs 5 mos
Metlife Securities INC.Broker
September 2002 - May 2011 · 8 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
September 2002 - July 2007 · 4 yrs 10 mos
Nylife Securities INC.Broker
January 1998 - September 2002 · 4 yrs 8 mos
State Registrations2 states
NCSC
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.