Roger Woodruff, financial advisor Salem SC

Roger Woodruff

CRD Number: 847606
Current Firm: Strategic Blueprint, LLC

Roger Woodruff (CRD# 847606) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Salem, SC and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Strategic Blueprint, LLC Atlanta, GA Jun 2020 - Current 3
Securities America, Inc. Parkersburg, WV Jun 2017 - Jun 2020 3
Arbor Point Advisors Parkersburg, WV Jun 2017 - Jun 2020 3
Commonwealth Financial Services, LLC Parkersburg, WV Apr 2003 - Jun 2020 17
Lpl Financial, LLC Parkersburg, WV Mar 2003 - Jun 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Roger E. Woodruff
Phone Number: 678-954-4130
Registered State(s):
  • SC
  • WV
By the Numbers
  • Total Assets Under Management
    2,173
    MILLIONS
  • Total Number of Accounts
    8,013
    ACCOUNTS
  • Average Account Value
    $271,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV

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