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Ryan Woodring, CFP®
Heritage Investment Partners, LLP / LPL Financial Advisor

Tel: 973-635-9500 Ext. 207
97 Main Street
Chatham, NJ 07928
Heritage Investment Partners, LLP / LPL Financial Advisor | Financial Advisor in Chatham ,NJ

About Heritage Investment Partners, LLP / LPL Financial Advisor

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.


General Information

Firm Start Year:   2006
Gender:   Male
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
Number of Years with Current Firm:   13
I work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning


Services

Investment Types:   Stocks, Bonds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Mutual Funds, Insurance, Options & Futures, Commodities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, Our Offices, Video Conference, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Annuity, Variable Life, Long Term Care, Variable Annuity


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

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



Faqs

  • Do you have a customer satisfaction or refund policy? All fees are discussed and explained fully before any work is performed. The client can leave at any time and we will assist in all transitions.
  • Why should I choose you as my financial advisor? I treat each client as if they were a family member. I give advice and guidance that I'd want myself or that I'd give my brothers. I strive to have an attention to detail and provide a prompt and valuable client service experience.
  • What are your qualifications? What is your education background? Bachelor of Science in Business Administration from Pennsylvania State University 1994. Worked for an energy services company until 2002 where I was responsible for business development and arranging project financing. Have been a financial advisor since then. I became a Certified Financial Planner in 2008 and still hold that designation, which requires I adhere to a Code of Ethics as well as continuing education each year. I also have received the Chartered Retirement Planning Counselor and Certified Divorce Financial Analyst designations. As an advisor with 19 years experience I continue to learn every day.
  • How do you charge for your services? Brokerage accounts are commissionable. The fee depends on the size of the trade. Advisory accounts are fee-based in a tiered approach. The larger the account, the less on a percentage basis the fee. All fees are disclosed and explained fully prior to any engagement.
  • How are you compensated? How will I pay for your services? As a Registered Investment Advisor we can simply do a comprehensive financial plan for a set fee with no further obligation. If the client wants us to help manage assets, we can do so in a commissionable brokerage account or a fee-based advisor account, whatever is most suitable.
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Ryan Woodring

Ryan Woodring

CFP®

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 PLANNERĀ® .

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.