CW
Charles H. Woodward
INTEGRATED ADVISORS NETWORK LLC
Sausalito, CA
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CRD#: 722200
CW
Professional summary
Charles Hensley Bruce Woodward, who also goes by Bruce Woodward, Charles Hensley Woodward, is a registered financial advisor currently at INTEGRATED ADVISORS NETWORK LLC located in Sausalito, California.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Charles has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bruce Woodward | Charles Hensley Woodward
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA 1 RENTAL PROPERTY; INVESTMENT RELATED; PHOENIX, AZ; 10% OWNERSHIP; START DATE = 2005; MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS. OBA 2 RENTAL PROPERTY (CONDO); INVESTMENT RELATED; BAJA MEXICO; OWNER; START DATE 2006; 0 HRS PER MONTH; 0 HRS DURING TRADING. OBA 3 San Francisco Maritime National Park Assn; Non-investment related; California; Board of Directors; Start Date 2012; 4 HRS per month; 0 HRS during trading OBA 4 Olympic Club Foundation; Non-investment related; California; Board of Directors; Start Date 2012; 4 HRS per month; 0 HRS during trading OBA 5 SAN FRANCISCO SENTRY INVESTMENT GROUP; INVESTMENT-RELATED: Yes; ADDRESS: 100 PINE STREET, SUITE 2700 SAN FRANCISCO, CA 94111; NATURE: SEC REGISTERED INVESTMENT ADVISOR - PROVIDE INVESTMENT ADVISORY SERVICES; POSTION, TITLE OR RELATIONSHIP: Investment Adviser Representative; START DATE: 06/2017; # OF HRS/MTH: 160; # OF HRS/MTH DURING TRADING HRS: 160; DUTIES: PROVIDE INVESTMENT ADVISORY SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Charles Hensley Bruce Woodward's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 5, 2021 - Present
INTEGRATED ADVISORS NETWORK LLC
RIA
CRD#: 171991
Sausalito, CA
Past
January 7, 2020 - October 15, 2021
SAN FRANCISCO SENTRY INVESTMENT GROUP
RIA
CRD#: 106257
SAN FRANCISCO, CA
Past
August 1, 2017 - July 22, 2021
S F SENTRY SECURITIES, INC.
BD
CRD#: 27432
SAN FRANCISCO, CA
Past
July 10, 2017 - December 31, 2019
SAN FRANCISCO SENTRY INVESTMENT GROUP
RIA
CRD#: 106257
San Francisco, CA
Past
December 10, 2008 - June 19, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN FRANCISCO, CA
Past
December 10, 2008 - June 19, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN FRANCISCO, CA
Past
July 8, 1997 - December 24, 2008
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SAN FRANCISCO, CA
Past
August 30, 1994 - December 24, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SAN FRANCISCO, CA
Past
November 20, 1984 - September 2, 1994
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
December 6, 1983 - December 5, 1984
L. F. ROTHSCHILD & CO. INCORPORATED
BD
CRD#: 501
Past
January 19, 1981 - December 5, 1983
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | FINANCIAL FOUNDATIONS INC. | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT
CRD#: 171991 / SEC#: 801-96203
RIA
Registered Investment Advisory firm - (5/11/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/5/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | FINANCIAL FOUNDATIONS INC. | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT
CRD#: 171991 / SEC#: 801-96203
RIA
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Contact information
Main Address
8117 Preston Rd Suite 300, Dallas, TX 75225
Mailing Address
P.o. Box 25523, Dallas, TX 75225
Phone number
(855) 729-4222
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 12,619 |
| AUM (Assets Under Management) | $ 4,585,500,174 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
