Woodward Financial Advisors, Inc.

Woodward Financial Advisors, Inc. (CRD# 150641) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $210,852,276 in 395 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $533,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NC, NJ, TX

Financial Advisors at Woodward Financial Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin E. Birken
CRD#: 5593293
1504 E. Franklin St., Suite 105, Chapel Hill, NC 27514
96
Wealthminder
score

Benjamin Birken (CRD# 5593293) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 8 years of experience in the finance industry. Benjamin Birken 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.

2
Joseph M. Marques
CRD#: 5270644
1504 E. Franklin St., Suite 105, Chapel Hill, NC 27514
96
Wealthminder
score

Joseph Marques (CRD# 5270644) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 5 years of experience in the finance industry. Joseph Marques 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.

3
James R. Miller
CRD#: 2859074
1504 E. Franklin St., Suite 105, Chapel Hill, NC 27514
96
Wealthminder
score

James Miller (CRD# 2859074) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 9 years of experience in the finance industry. James Miller 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.

4
Allison L. Palmer
CRD#: 5797094
1504 E. Franklin St., Suite 105, Chapel Hill, NC 27514
90
Wealthminder
score

Allison Palmer (CRD# 5797094) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry. Allison Palmer 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.

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