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RW
CFP · ChFC
RW
CFP · ChFC

Risdon Woodard

LPL Financial LLC
50 Years of Experience
Plano, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Risdon Woodard is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Plano, TX, with 50 years of industry experience. Risdon 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5345 Towne Square Dr Ste 275, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Risdon is involved in several business activities, including North Louisiana Benefits Group, Strategic Wealth Partners PLLC (taking nearly full-time), Woodard Investments LLC, Woodard Building Enterprises L.L.C., TWOOD LLC, PMW Royalties, Inc., RE3 LLC, and R & W, LLC. He also has a non-variable insurance business, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
April 2024 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Lincoln Financial Advisors Corporation
April 2002 - April 2024 · 22 yrs
Lincoln National Pension Insurance CompanyBroker
December 1983 - January 1989 · 5 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
December 1975 - April 2024 · 48 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
December 1975 - April 2006 · 30 yrs 4 mos
State Registrations6 states
ALARFLLASCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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