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Walter Lamb Woodrick

Advisor at LPL Financial — Port St. Joe, FL

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

27 years

Location

Port St. Joe, FL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,663

Across 10,418 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Walter Woodrick is a CFP®-designated financial advisor with LPL Financial, based in Port St. Joe, FL, and has 27 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, Woodrick is involved in several activities including serving as president and sole member of a hunting club, songwriting with membership in ASCAP pending, authoring a financial book titled *Seven Steps to Serious Money*, and hosting a radio and podcast series called *Conversations with Walter Woodrick*. He also serves on the board of a local nonprofit and is active as a pickleball coach and entertainer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Port St. Joe, FL

Port St. Joe FL

Advisors at this office

1

Most active in

Florida · Mississippi · Tennessee · Texas

Work history

27 years of industry experience

LPL Financial

2008 - Present • 18 years

Fairview, 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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Michael V

Series 65

Port St. Joe, FL

Delta Hedge Financial

Michael Virden Jr. is the sole advisor at Delta Hedge Financial, holding a Series 65 credential with 12 years of industry experience. He previously worked at Hurley Investments, LLC for three years before joining Delta Hedge Financial, where he has been since 2019. Delta Hedge Financial is an independent firm providing fee-only, discretionary portfolio management to individuals, trusts, estates, private corporations, and institutional clients. The firm employs a combination of fundamental valuation and a proprietary quantitative model, alongside technical analysis and macroeconomic monitoring, to manage portfolios that may include equities, ETFs, fixed income, and options. A distinguishing feature is its routine use of options and collar trades to manage downside risk and generate income.

Options & derivatives strategies Active portfolio management
user avatar

Aaron F

CFP®, ChFC®, Series 63, Series 66

Port St. Joe, FL

Farnsley Wealth Management, LLC

Aaron Farnsley is a CFP® and ChFC® with 32 years of experience in financial advising. He is the owner of Farnsley Wealth Management, LLC, which he founded in 2002, and has previously worked with Triad Advisors, Inc. and Osaic. In addition to his advisory work, he is a licensed insurance agent with a long-term group disability policy placement. Farnsley Wealth Management provides investment consulting and portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of risk-tolerance assessments and diverse securities to construct individualized portfolios, primarily managing assets on a non-discretionary basis through the Osaic Wealth Management Platform.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
user avatar

Webster O

Series 66

Port St. Joe, FL

Empower Advisory Group

Webster Ott II is a financial advisor with Empower Advisory Group holding a Series 66 designation. He has one year of industry experience with prior roles including Transamerica Retirement Services and a background in ArtistRelations.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

John B

CFP®, Series 63

Mexico Beach, FL

Robert Baird & Co.

John Burns is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2013. He holds Series 63 registration and is based in Mexico Beach, FL. Outside of his advisory role, he participates on the finance committee of the Couse-Sharp Foundation and serves on the boards of HeartGift Foundation in Texas, contributing to community involvement and finance oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including discretionary and non-discretionary approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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John S

Series 63, Series 65

Port St. Joe, FL

Wells Fargo Clearing

John Sayre is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in direct sales for The Juice Plus Company, a nutrition-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Retired Founder/Business Owner
user avatar

Keith C

Series 63, Series 65

Port St. Joe, FL

Raymond James Financial

Keith Campbell is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securian Financial Services and SGC Financial Services. Outside of financial advising, he is co-owner of Solid Ground Properties, LLC, a residential rental property business managed alongside his wife. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses and integrates municipal and public finance capabilities through its affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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