Richard Woods, financial advisor Chapel Hill NC
103 score

Richard Woods

CRD Number: 5378865
Current Firm: Hamilton Point Investment Advisors, LLC
Compensation Model: Fee Only

Richard Woods (CRD# 5378865) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Hamilton Point Investment Advisors, LLC Chapel Hill, NC Jun 2007 - Current 10
Turner Broadcasting System Atlanta, GA Oct 2006 - Jul 2007 < 1
Chatham Capital Atlanta, GA Jun 2004 - Oct 2006 2
Soles Brower Smith & Company Greensboro, NC Aug 1998 - Jun 2002 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Richard S. Woods
By the Numbers
  • Total Assets Under Management
    304
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $773,278
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, NY, VA

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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