Robert Wayne Woodard

Advisor at Edward Jones — Lake City, FL N Marion Ave

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

21 years

Location

Lake City, FL 32055

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Robert Woodard is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He is based in Lake City, FL. Outside of his advisory role, he owns a rental property in Lake City. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Lake City, FL N Marion Ave

148 N Marion Ave

Lake City FL 32055

Advisors at this office

1

Most active in

Florida · Texas

Work history

21 years of industry experience

Edward Jones

2005 - Present • 21 years

St. Louis, MO

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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John K

Series 63, Series 65

Lake City, FL

Gulfcoast Financial Services, Inc.

John Kuykendall is the principal advisor at Gulfcoast Financial Services, Inc. in Lake City, FL, holding Series 63 and Series 65 registrations with 32 years of industry experience. He has worked at Gulfcoast Financial Services since 1992 and also leads Gulfcoast Tax Services, Inc. Outside of his advisory role, he is a member of the Rotary Club of Lake City and several Christian professional organizations. Gulfcoast Financial Services primarily serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and asset allocation advice. The firm employs a modern portfolio theory-based approach with ongoing portfolio monitoring and offers access to private investments through third-party sub-advisors.

Private / alternative investments Cash flow / budgeting Multi-generational wealth transfer
user avatar

Laura T

CFP®, Series 63

Lake City, FL

GWN Securities Inc.

Laura Thompson is a CFP®-credentialed advisor with 30 years of industry experience, currently affiliated with GWN Securities Inc. since 2016. She serves as Director of Finance on the board of Altrusa International of Lake City and works as a yoga teacher at two studios in the Lake City area. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs both discretionary portfolio management and model-based allocations, using a mix of affiliated and unaffiliated sub-advisers, and incorporates tactical strategies such as market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Tammy H

PFS™, Series 63

Lake City, FL

Raymond James Financial

Tammy Hall is a financial advisor with Raymond James Financial in Lake City, FL, holding the PFS™ and Series 63 designations and possessing 27 years of industry experience. She has worked in various roles at Raymond James Financial Services, Inc. since 2000 and has been with Raymond James Financial since 2009. Outside of her advisory work, Hall serves as an officer and treasurer of a homeowners association and acts as durable power of attorney for family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools including risk profiling and probability modeling to support client goals, while maintaining specialized programs in municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles C

Series 66

Lake City, FL

Raymond James Financial

Charles Cowen Jr. is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services since 2012. Outside of his advisory work, Cowen is a partner at an accounting firm and serves on the boards of several nonprofit organizations, including the United Way of Suwannee Valley and the University of Florida Christian Campus House. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, supported by analytical modeling and a range of advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Angela O

Series 66

Lake City, FL

Raymond James Financial

Angela Oglesby is a Series 66-licensed financial advisor with Raymond James Financial in Lake City, FL, with six years of industry experience. She has been associated with various branches of Raymond James since 1999. Outside of her financial advisory role, she owns a jewelry business called Dream A Little Gem. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm delivers tailored, non-discretionary advice using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Lauren B

Series 66

Lake City, FL

Raymond James Financial

Lauren Beadles is a financial advisor with Raymond James Financial Services Inc. in Lake City, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Campus USA Credit Union for three years. In addition to her advisory role, Beadles serves as co-treasurer for the Eastside Elementary School PTO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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