Ryan Woodring

Heritage Investment Partners, LLP is a private investment services and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry.

Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP.

Securities Offered Through LPL Financial, Member FINRA/SIPC Financial Planning offered through Heritage Investment Partners, LLP - A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associate with this website may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial representatives offer access to trust services through The Private Trust Company N. A., an affiliate of LPL Financial.

See Disclosures

Firm Start Year

2006

CRD#

4595724

Firm CRD#

6413

Insurance License#

7565962

Name of Broker/Dealer

LPL Financial

States Licensed in

AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, MA, MS, NC, NJ, NV, NY, OH, PA, TX, WI

Years of Experience in Financial Services

20

Number of Years with Current Firm

14

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning, Portfolio Management, Money Management, Wealth Management, Retirement Planning

Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Options & Futures, Insurance, Mutual Funds, Annuities, Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 31, Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Fee % Based on Assets

Tiered

FinancialAdvisor.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialAdvisor.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialAdvisor.net cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf