Walter Woodrick
Walter Woodrick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Port St. Joe, FL, with 28 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Port St. Joe, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2008Other Business Activities
Walter is involved in several outside business activities, including a hunting club, songwriting, authoring a book, real estate services as a licensed realtor, real estate rental, pickleball coach, and a W2 pastor. He dedicates nearly full-time hours to his role as a pastor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations19 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.
Exams
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