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    Paladin Research Report For:

    Ryan Woodring

    Heritage Investment Partners, LLP / LPL Financial Advisor

    CFP®
    97 Main Street
    Chatham, NJ 07928
    973-635-9500
    Visit Website
    https://www.heritageinvestmentpartners.com/

    About Ryan Woodring

    Ryan attended the Pennsylvania State University, State College, PA where he earned a Bachelor of Science degree in Business Administration in 1994. Ryan is a graduate from the College for Financial Planning, Greenwood Village, CO and also carries the designations of CERTIFIED FINANCIAL PLANNER®.

    Ryan started his career at Merrill Lynch under their Paths of Achievements Program.
    His career continued as a Financial Advisor with the Wealth Management Division of Smith Barney / Citigroup Global Markets, Inc.
    Ryan joined Heritage Investment Partners, LLP as a Managing Partner in July of 2008.

    See Disclosures

    General Information

    Firm Start Year
    • 2006
    CRD#
    • 4595724
    Firm CRD#
    • 6413
    Insurance License#
    • 7565962
    Name of Broker/Dealer
    • LPL Financial
    States Licensed in
    • AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, MA, MS, NC, NJ, NV, NY, OH, PA, TX, WI
    Years of Experience in Financial Services
    • 20
    Number of Years with Current Firm
    • 14
    Work with the following types of clients
    • Businesses, Individual Investors, Non-Profit Organizations
    Advisory Services Provided
    • Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Wealth Management, Retirement Planning, Portfolio Management

    Compliance

    Registered Investment Advisor
    • Yes
    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • Have a clean record
    Criminal Disclosures in Last 5 years
    • Have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®
    Securities Licenses
    • Series 66, Series 31, Series 7
    Insurance and Annuity Licenses
    • Variable Annuity, Long Term Care, Variable Life, Life, Annuity

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $100,000
    Fee % Based on Assets
    • Tiered

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


    LPL ADV 2A

    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

    Additional Detailed Disclosures

    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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