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Ronald Chase Woodruff

Trust Advisory Group Ltd.

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About Ronald Chase Woodruff

Ronald Woodruff is a financial professional with experience in the financial industry. Ronald is a Chartered Financial Analyst and holds FINRA licenses including Series 27, Series 24, Series 7TO, Series 99TO, and the SIE. Ronald has a broad range of experience in providing investment advice, portfolio management, and financial planning. Ronald is currently registered with Trust Advisory Group Ltd. and Stonex Advisors Inc.. Ronald specializes in providing advice to individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Ronald Woodruff is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Woodruff’s Registration & Firm History

AL

01/16/2025 - Present

Trust Advisory Group Ltd. (BIRMINGHAM AL)

AL

08/06/2019 - 03/23/2022

STONEX FINANCIAL INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 10/26/2020

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/03/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2019

Series 99TO - Operations Professional Examination

BC

Issued 07/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Chase Woodruff.
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