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William Frank Woodruff

Farther

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About William Frank Woodruff

William Woodruff is a financial advisor with Farther, a firm registered with the Securities and Exchange Commission. William Woodruff has been in the financial industry since 2002 and has worked with Farther since June 2022. William Woodruff specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. William Woodruff has a Series 66, Series 63, and Series 7 licenses.

Firm Information

William Woodruff is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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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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William Woodruff’s Registration & Firm History

OR

07/18/2022 - Present

Farther (Lake Oswego OR)

OR

02/23/2015 - 11/24/2015

FORESIDE FUND SERVICES, LLC (Lake Oswego OR)

OR

06/07/2002 - 08/15/2002

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

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Licenses & Designations

BC

Issued 03/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/24/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Frank Woodruff.
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