Whitney B Woodford

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 09/2024
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Tyler, TX
• 09/2024 → Present
  Raymond James & Associates
  Louisville, KY

Previous Registrations

• 2012-06-19 → 2024-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
  Dallas, TX
  Louisville, KY

Other Businesses

(1)Name of Business: Dixie Electric Co Inc Address: 9050 Dixie Hwy Ste 104, Louisville, KY, 40272, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/30/1999 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. I am just a small 5% owner of a family business.PANY ORIGINALLY BELONG TO MY GRANDFATHER AND IS NOW OWNED BY MY BROTHER AND I, MY BROTHER OWNS 95% AND I OWN 5%. I AM A SILENT PARTICIPANT.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-18
• S63 Uniform Securities Agent State Law Examination
  2000-06-14

Other Names

• Whitney B Mattingly
• Whitney Marcum Mattingly
• Whitney B. Marcum Mattingly
• Whitney Blake Marcum
• Whitney Blake Marcum
• Whitney Blake Woodford