Woodlands Securities Corporation, Member FINRA & SIPC Employee Directory

Financial ServicesTexas, United States11-50 Employees

Woodlands Securities Corporation, formed in 1986 and based in The Woodlands, Texas, operates as a fully disclosed broker-dealer in the financial services industry. It is part of two independent firms that have built client relationships largely through referrals. The organization relies on a team of financial professionals who handle transaction-based accounts and include registered investment advisor agents, life underwriters, insurance agents, and experienced stock and bond brokers. 

Woodlands Asset Management, Inc. (WAMI) provides registered investment advisory services with professionally managed, diversified portfolios. It emphasizes a long-term investing approach, allocating capital across a mix of mutual funds and other investments to achieve diversification across asset classes and managers, with periodic adjustments in response to market changes. Together, the firms serve individual investors in the region seeking brokerage services and asset management through a locally connected, referral-driven network.

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