WW
William H. Woodyard
INSPIRE ADVISORS
Little Rock, AR 72223
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CRD#: 824575
WW
Professional summary
William Howard Woodyard JR, CFP®, who also goes by Howard Woodyard, is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Little Rock, Arkansas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. William has worked at 8 firms and has passed the Series 63, Series 6 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Howard Woodyard
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Bethel Holdlys, LLC; 15112 Pride Valley Rd, Little Rock, AR 72223; member of a passive investment vehicle; started 11/2018; investment-related. 2) LifeSmartFinancial Advisors, LLC; 12921 Cantrell Rd, Little Rock, AR 72223; sells insurance and LTC products; investment-related. 3) Woodyard & Associates, Inc.; 15112 PrideValley Rd, Little Rock, AR 72223; works as an independent contractor; started 08/2001; not investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view William Howard Woodyard JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
June 15, 2023 - Present
INSPIRE ADVISORS, LLC
Office #1: 12921 Cantrell Rd Suite 206, Little Rock, AR 72223RIA
CRD#: 300279
Little Rock, AR
Past
March 4, 2019 - June 14, 2023
SOWELL MANAGEMENT
RIA
CRD#: 127145
Little Rock, AR
Past
November 30, 2009 - April 16, 2019
LIFESMART WEALTH MANAGEMENT, LLC
RIA
CRD#: 141105
LITTLE ROCK, AR
Past
April 4, 2006 - October 12, 2006
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
HOT SPRINGS, AR
Past
May 25, 2000 - January 18, 2006
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LINCOLN, NE
Past
December 16, 1999 - March 28, 2000
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.
BD
CRD#: 10194
JACKSON, MS
Past
August 21, 1992 - December 31, 1995
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Past
March 9, 1990 - August 21, 1992
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Past
February 10, 1981 - March 12, 1990
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
July 15, 1976 - March 23, 1983
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
Registered Investment Advisory firm - (2/8/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(6/15/2023)
IAR
Texas(11/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/10/1976
Registered Representative ExaminationCurrent Firm
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
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Contact information
Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 859-6383
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
