Robert Wofchuck (CRD# 1796660) is an Investment Advisor Representative working at Ledgewood Wealth Advisors, LLC in Exeter, NH and has over 30 years of experience in the finance industry. Robert Wofchuck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ledgewood Wealth Advisors, LLC | Exeter, NH | Mar 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1993 |
- NH
- TX
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts244ACCOUNTS
-
Average Account Value$667,546
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MA, NH, NJ, NY, TX
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