Ronald Woody
Ronald Woody is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Asheboro, NC, with 40 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
138 Scarboro Street, Asheboro, NC, 27407
Get directionsHistory
Regulatory History (2)
Financial
April 2017Customer Dispute
February 2015Other Business ActivitiesSells Insurance
Ronald owns multiple rental real estate properties and provides investment advisory services through Global Retirement Partners, LLC, dedicating full-time hours to this. He also operates under Legacy Southeast, Inc. as a DBA for his LPL business and sells non-variable insurance.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
LPL Financial LLCBroker
LPL Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Edward JonesBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Capital Investment Group, INC.Broker
G. R. Phelps & CO., INC.Broker
Thomson Mckinnon Securities INC.Broker
Carolina Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.