CW
CW

Clyde Woolfolk

45 Years of Experience
Denton, TX
3 DisclosuresBroker

Clyde Woolfolk is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denton, TX, with 45 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

115 West College, Denton, TX, 76201

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Denied
Customer Dispute
May 2002
Denied
Customer Dispute
July 1991
Settled
Other Business Activities

Clyde is involved in several outside business activities, including the US Coast Guard Auxiliary, Civil Air Patrol, accounting/CPA services, agriculture/farming, rental real estate, and occasional pilot duties. He dedicates minimal time to most of these activities, with the Civil Air Patrol taking a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 1990 - Present · 36 yrs 3 mos
Previous Registrations
Raymond James Financial Services
February 1990 - January 2009 · 18 yrs 11 mos
Edward D. Jones & CO., L.P.Broker
April 1980 - November 1989 · 9 yrs 7 mos
State Registrations24 states
AKARAZCACOCTFLGAHIIAKSKYLAMONHNYOKPASCSDTXVAWAWY
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.