John Woodruff
John Woodruff is a registered investment advisor at LPL Financial LLC, based in Miramar Beach, FL, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
79 Scenic Gulf Dr, Suite B, Miramar Beach, FL, 32550
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
John operates Overlook Financial Group and Hickman Woodruff Wealth Management as DBAs for his LPL business. These activities are investment-related and take up more than full-time hours and about a quarter of his time, respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Waterhouse Securities, INC.Broker
Excel SecuritiesBroker
State Registrations17 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.