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John Bennett Woodard

WOODARD & CO ASSET MANAGEMENT GROUP INC·BERMUDA RUN, North Carolina
Clean recordWOODARD & CO ASSET MANAGEMENT GROUP INC
117 KINDERTON BOULEVARD, BERMUDA RUN, NC 27006CRD# 703241Firm CRD# 108199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Bennett Woodard · BERMUDA RUN, NC
Registration
CRD #703241 · WOODARD & CO ASSET MANAGEMENT GROUP INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Bennett Woodard is a registered financial advisor based in BERMUDA RUN, North Carolina, affiliated with WOODARD & CO ASSET MANAGEMENT GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WOODARD & CO ASSET MANAGEMENT GROUP INC
WOODARD & CO ASSET MANAGEMENT GROUP INC
AUM
$911M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WOODARD & CO ASSET MANAGEMENT GROUP INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 703241
Firm CRD# 108199
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Bennett Woodard offer?
John Bennett 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 John Bennett Woodard's credentials?
John Bennett Woodard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bennett Woodard located?
John Bennett 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 John Bennett Woodard charge for services?
John Bennett 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

Joan Holland 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 (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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