RW
CFA
RW
CFA

Ronald Chase Woodruff

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$442K average
Assets Under Management
$494.4M

Fee Structure

Minimum Annual Fee:$200
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Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Trust Advisory Group LTD
January 2025 - Present · 1 yr 1 mo
Stonex Advisors INC.
January 2025 - Present · 1 yr 1 mo
Stonex Securities INC.Broker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Stonex Financial INC.Broker
August 2019 - March 2022 · 2 yrs 7 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Ronald Chase Woodruff - Financial Advisor | TrueAdvisor