Ryan Paul Woodring

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → Present
  Lpl Financial Llc
  Chatham, NJ
• 09/2008 → Present
  Heritage Investment Partners, Llp
  Chatham, NJ

Previous Registrations

• 2008-09-25 → 2021-12-31
  Heritage Investment Partners, Llp
  Chatham, NJ
• 2004-03-26 → 2008-08-06
  Citigroup Global Markets Inc.
  Bedminster, NJ
  Bedminster, NJ
• 2002-11-28 → 2004-01-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater Township, NJ

Other Businesses

1) 07/25/2008 - HERITAGE INVESTMENT PARTNERS LLP/DBA ONLY/SUMMIT, NJ 07901 2) 02/04/2014 - MADISON BROKERAGE - NON-VARIABLE INSURANCE - POTENTIAL FOR GETTING QUOTES AND WORKING DIRECTLY THROUGH A LOCAL INSURANCE BROKERAGE COMPANY, MADISON BROKERAGE, IN MORRISTOWN, NJ - TIME SPENT - CHATHAM, NJ

Exams

• S66 Uniform Combined State Law Examination
  2002-11-27

Designations

• Certified Financial Planner