KW
KW

Kayla Woods

8 Years of Experience
Watkinsville, GA
Broker

Kayla Woods is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

1360 Caduceus Way, Bldg 800, Suite 101, Watkinsville, GA, 30677

Get directions

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.

Learn about disclosures →
Other Business Activities

Kayla works as a Registered Administrative Assistant and Operations Manager for The Avenue Wealth Management LLC since January 2020. This takes about half of her time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2019 - Present · 7 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 2017 - Present · 9 yrs 1 mo
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
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.
Kayla Woods - Financial Advisor | TrueAdvisor