How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Ronald

ADVISOR PROFILE

1. 07/22/2016: No Business Name - Real Estate Rental - INV REL - 2908 Cromwell Road, Greensboro NC 27407 - Start 07/20/2016 - Rental property 3 BR, 1 1/2 single family home - 2 Hr/Mo; 0 Hours During Securities Trading. 2. 3/6/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/28/2019 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in March 2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 04/01/2019 - Legacy Southeast, Inc. - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:02/28/2019 - 160 hrs/mo - 7 hrs during trading. 4. 04/17/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:04/01/2019 - 2 hrs/mo - 0 hrs during trading. 5. 06/14/2019 - No business name - Investment related - Greensboro, NC 27407 - Real Estate Rental - start date:06/10/2019 - 1 hr/mo - 0 hrs during trading.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Ronald Arthur Woody

Experience: 39 years / 10 firms

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