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Joan Holland Woodard

WOODARD & CO ASSET MANAGEMENT GROUP INC·BERMUDA RUN, North Carolina
Series 65Clean record8 years registeredWOODARD & CO ASSET MANAGEMENT GROUP INC
117 KINDERTON BOULEVARD, BERMUDA RUN, NC 27006CRD# 2541045Firm CRD# 108199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joan Holland Woodard · BERMUDA RUN, NC
Registration
CRD #2541045 · WOODARD & CO ASSET MANAGEMENT GROUP INC · 8 years registered
Brand Profile
Not yet started
01

Career History

WOODARD & CO ASSET MANAGEMENT GROUP INC
May 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 9, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199 · SEC 801-24818
AUM
$911M
Regulatory assets under management
Employees
4
1,819 client accounts
Services offered by WOODARD & CO ASSET MANAGEMENT GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOODARD & CO ASSET MANAGEMENT GROUP INC →
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05

Frequently Asked Questions

What services does Joan Holland Woodard offer?
Joan Holland Woodard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BERMUDA RUN, North Carolina for a consultation.
What are Joan Holland Woodard's credentials?
Joan Holland Woodard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joan Holland Woodard located?
Joan Holland Woodard is based in BERMUDA RUN, North Carolina, working with WOODARD & CO ASSET MANAGEMENT GROUP INC. Their office serves clients in the BERMUDA RUN metropolitan area and surrounding communities.
How does Joan Holland Woodard charge for services?
Joan Holland Woodard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODARD & CO ASSET MANAGEMENT GROUP INC?
WOODARD & CO ASSET MANAGEMENT GROUP INC has approximately 4 employees and manages $911M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOODARD & CO ASSET MANAGEMENT GROUP INC

John Bennett Woodard
BERMUDA RUN, NC
Todd Franklin Senter
BERMUDA RUN, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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