CW
CW

Crystal Wooldridge

18 Years of Experience
Shreveport, LA
Broker

Crystal Wooldridge is a registered investment advisor at Raymond James & Associates, INC., based in Shreveport, LA, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

401 Market Street, Suite 1400, Shreveport, LA, 71101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Crystal is involved in several business activities, including owning Chelette Properties LLC (rental real estate), being a Mary Kay consultant (for discounts), bookkeeping for Wooldridge Cattle Company LLC, owning Wooldridge Meat LLC (meat processing), and owning Wynn Wynn Holdings LLC (land holding). These activities take a few hours per week each.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
December 2008 - February 2013 · 4 yrs 2 mos
Morgan Keegan & Company, INC.
August 2007 - February 2013 · 5 yrs 6 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.