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Darrell Dean Woodcock Jr.

Advisor at LPL Financial — Gallatin, TN 1529 Hunt Club Blvd

Updated today

Credentials

CFP®, Series 66

Experience

20 years

Location

Gallatin, TN 37066

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,502 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Darrell Woodcock Jr. is a CFP® professional with 20 years of industry experience, currently serving at LPL Financial since 2016. He previously worked at Waddell & Reed for 10 years and has been involved with Woodcock Farms and the Sumner Business Exchange. He has served as an alderman since 2012 and is active in the Lions Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging a large network of advisors and various technological tools to support client investment decisions.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Gallatin, TN 1529 Hunt Club Blvd

1529 Hunt Club Blvd Ste 100

Gallatin TN 37066

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

20 years of industry experience

LPL Financial LLC

2016 - Present • 10 years

Gallatin, TN

Private Advisor Group, LLC

2016 - 2026 • 10 years

Gallatin, TN

Woodcock Farms

2015 - Present • 11 years

Hendersonville, TN

Sumner Business Exchange

2014 - Present • 12 years

Hendersonville, TN

Ed Lindsey Industries for the Blind

2013 - 2018 • 5 years

Nashville, TN

Lions Club

2013 - Present • 13 years

Hendersonville, TN

Darrell Woodcock

2013 - Present • 13 years

Hendersonville, TN

Alderman Darrell Woodcock

2012 - Present • 14 years

Hendersonville, TN

Darrell Woodcock Jr

2011 - Present • 15 years

Hendersonville, TN

Waddell & Reed

2006 - 2016 • 10 years

TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has served with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides fee-only financial planning and consulting services primarily to pastors, ministry leaders, and churches. The firm offers a variety of planning engagements.

General retirement planning Social Security optimization Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Religious/faith focused Mid-Career Professionals
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William A

Series 66

Nashville, TN

Center Hill Wealth, LLC

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Active portfolio management
user avatar

Angelo R

Series 63, Series 65

Mount Juliet, TN

Roman Wealth Management, LLC

Angelo Roman is the owner and sole advisor at Roman Wealth Management, LLC, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including roles at Ameriprise and Wells Fargo Clearing. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations, managing approximately $34.6 million across 78 client relationships. The firm emphasizes individualized Investment Policy Statements and employs a long-term investment approach focused on individual equities alongside mutual funds, fixed income, and ETFs.

Active portfolio management
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Rohit P

CFA®, Series 66

Nashville, TN

Lotus Asset Management Limited Liability Company

Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.

Options & derivatives strategies Real estate investing
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Christian H

Series 66

Nashville, TN

Christian A. Hermo LLC

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.

Income planning Cash flow / budgeting
user avatar

Christopher V

Series 65

Nashville, TN

CV Securities Analysis, LLC

Christopher Vining is a financial advisor at CV Securities Analysis, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at CV Securities Analysis, Applied Economics, LLC, and Coker Group. In addition to his advisory work, Vining provides Spanish and finance tutoring to college students and candidates pursuing financial certifications such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services primarily to individual and high-net-worth clients, focusing on asset allocation, selection, and monitoring across a diverse range of investment vehicles. The firm employs modern portfolio theory and quantitative analysis, incorporates options strategies when appropriate, and maintains a small client base with a notable inclusion of non-U.S. securities and clients.

Options & derivatives strategies Passive / index investing Real estate investing
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