Richard Woods, financial advisor Chapel Hill NC

Richard Woods

CRD 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.

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Professional Designations
Company Name Location Dates Years
Hamilton Point Investment Advisors, LLC Chapel Hill, NC Jun 2007 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Richard S. Woods
By the Numbers
  • Total Assets Under Management
    935
    MILLIONS
  • Total Number of Accounts
    780
    ACCOUNTS
  • Average Account Value
    $1,198,826
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, NC, NY, PA, TX, VA

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Data verified by both the advisor and the public regulatory data.

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