GW
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Gloria Woodford

16 Years of Experience
Tallahassee, FL
Broker

Gloria Woodford is a registered investment advisor at Wells Fargo Advisors, based in Tallahassee, FL, with 16 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

3320 Thomasville Rd, Ste 300, Tallahassee, FL, 32308

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gloria is a notary public in Florida since 2022, notarizing documents. This requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2014 - September 2022 · 7 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
November 2009 - September 2022 · 12 yrs 10 mos
State Registrations32 states
AKALARCACODCDEFLGAIAIDILINKSKYLAMAMDMOMSNCNYOHORPARISCTXUTVAWAWI
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.
Gloria Woodford - Financial Advisor | TrueAdvisor