RD
Richard Duncan Woodall
CRD 716996
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Financial Security Advisory Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial Security Advisory Inc
Partner · GP / trustee / elected manager · Sep 2024
-
Financial Security Advisory Inc
Executive Vice President · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗