Walter Woodrick
Walter Woodrick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Port St. Joe, FL, with 27 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
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.