James Woodall is a CFP-designated registered investment advisor, based in Dallas, TX, with 6 years of industry experience.
Location
8303 Douglas Ave., Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a financial professional at Burrows Capital Advisors, dedicating a full-time workload to financial services. He is also VP & Consultant at Burrows Business Services, LLC, spending a few hours per week on non-investment related consulting such as business plan development and bookkeeping.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Origin Financial
Woodall Wealth Management
Momentum Independent Network INC.
Hilltop Securities INC.
Momentum Independent Network INC.Broker
Hilltop Securities INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
National Financial Services LLCBroker
State Registrations5 states
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.