Brooke Michelle Woodson
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbJan 2025 to now
- Charles Schwab Premier BankJan 2025 to now
- Charles Schwab Trust BankJan 2025 to now
- Charles Schwab & Co., Inc.May 2020 to now
- TD AmeritradeJun 2018 to Apr 2020
- AerotekJan 2018 to Jun 2018
- The Classic CafeAug 2017 to Jan 2018
- BreadwinnersNov 2016 to Aug 2017
- The Law Office of Timothy VinsonSep 2016 to Jan 2018
- The GingermanApr 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6901880
- Firm CRD
- 5393