RyanWoodring- Financial Advisor Chatham, NJ

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About Ryan Woodring

Heritage Investment Partners, LLP is a private investment services and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry.

Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP.

Securities Offered Through LPL Financial, Member FINRA/SIPC Financial Planning offered through Heritage Investment Partners, LLP - A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associate with this website may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial representatives offer access to trust services through The Private Trust Company N. A., an affiliate of LPL Financial.

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

Number of Years with Current Firm

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

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

Paladin Advisors

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Paladin Research Report For:

Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor