Richard Woodall
Richard Woodall is a ChFC-designated registered investment advisor at Financial Security Advisory INC, based in Va Beach, VA, with 44 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,141 clients with $1.7B 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 $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable, especially for accounts above $20,000,000. Employees and their family-related accounts may be charged a reduced fee, or no fee, for services.
Fee Estimator
Location
575 Lynnhaven Pkwy, Suite 310, Va Beach, VA, 23452
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a partner in DRS&T Family Limited Partnership, which purchases and manages rental homes, dedicating minimal time to this. He is also Vice President of Financial Security Group, Inc., where he sells life and health insurance and provides financial advisory services, taking nearly full-time hours.
Employment History
Current Registrations
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
Previous Registrations
Davenport-Dukes Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Ssv Securities, INC.Broker
Fsc Securities CorporationBroker
Uslife Equity Sales CORP.Broker
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.