Woodward Financial Advisors, Inc.

Woodward Financial Advisors, Inc. (CRD# 150641) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $455,320,900 in 627 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    627
    ACCOUNTS
  • Average Account Value
    $726,190
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, NJ, TX

Financial Advisors at Woodward Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Victor L. Colella
CRD#: 6592031
1504 E. Franklin St., Suite 105, Chapel Hill, NC 27514

Victor Colella (CRD# 6592031) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry.

2
James R. Miller
CRD#: 2859074
1504 E. Franklin St., Suite 105, Chapel Hill, NC 27514

James Miller (CRD# 2859074) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 16 years of experience in the finance industry.

3
Alexander M. Richani
CRD#: 6215239
1504 E. Franklin St., Suite 105, Chapel Hill, NC 27514

Alexander Richani (CRD# 6215239) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 10 years of experience in the finance industry.

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