Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bennett Woodard is a registered investment advisor representative with Woodard & Co. Asset Management Group Inc., based in Bermuda Run, NC. John has been in the financial industry since 1979, and holds licenses in several states including North Carolina, Georgia, Texas, Virginia, Florida, Colorado, and South Carolina. John has extensive experience in providing financial planning, portfolio management, and other investment services to individuals, families, and charitable organizations. He is committed to providing personalized advice and strategies to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
NC
08/13/2018 - Present
Woodard & Co. Asset Management Group Inc. (BERMUDA RUN NC)
AZ
10/03/1997 - 03/09/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
07/01/1996 - 06/23/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
SC
05/03/1985 - 07/11/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
09/25/1984 - 05/06/1985
ROBINSON-HUMPHREY/AMERICAN EXPRESS INC.
NA
01/15/1980 - 10/04/1984
E. F. HUTTON & COMPANY INC
IA
Issued 08/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1985
Series 24 - General Securities Principal Examination
BC
Issued 04/27/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/29/1982
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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