Richard WoodsCRD 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|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|
Total Assets Under Management304MILLIONS
Total Number of Accounts393ACCOUNTS
Average Account Value$773,278
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NC, NY, VA