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Todd Franklin Senter

Woodard & Co Asset Management Group Inc

Bermuda Run, NC

CRD 5619295

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Employer firm

Woodard & Co Asset Management Group Inc CRD 108199

$1.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Woodard & Co Asset Management Group Inc

117 Kinderton Boulevard, Bermuda Run, NC 27006 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-11-25
FL RA APPROVED 2024-11-25
SC RA APPROVED 2024-11-25
GA RA APPROVED 2018-08-08
TX RA APPROVED 2018-05-09
NC RA APPROVED 2018-04-26
VA RA APPROVED 2018-04-26
  • CO RA
    APPROVED
    Since 2024-11-25
  • FL RA
    APPROVED
    Since 2024-11-25
  • SC RA
    APPROVED
    Since 2024-11-25
  • GA RA
    APPROVED
    Since 2018-08-08
  • TX RA
    APPROVED
    Since 2018-05-09
  • NC RA
    APPROVED
    Since 2018-04-26
  • VA RA
    APPROVED
    Since 2018-04-26

Branch Locations

117 Kinderton Boulevard, Bermuda Run, NC 27006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodard & Co Asset Management Group Inc Bermuda Run NC 08/2004 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-30
  • S65 Uniform Investment Adviser Law Examination
    2009-04-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

H&H INVESTMENT PLANNERS, INC.
DELIBERATE WEALTH
EDWARD JONES

Nearby Investors

JOHN BENNETT WOODARD
Matthew Pearson Blades
JOAN HOLLAND WOODARD

Nearby Offices

H&H INVESTMENT PLANNERS, INC. · BERMUDA RUN, NC
DELIBERATE WEALTH · ADVANCE, NC
EDWARD JONES · BERMUDA RUN, NC

More in Bermuda Run, NC

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