Justin
Woods
Your Financial Pharmacist Planning
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About this Advisor
Justin Woods is a financial advisor operating out of New Albany, Ohio who has 1 year of industry experience. Woods is on the advisory team at Your Financial Pharmacist Planning. Over the course of their career, they have held roles at Amber Specialty Pharmacy, Think Whole Person Healthcare, The Kroger Co and Your Financial Pharmacist. Woods maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Virginia. Your Financial Pharmacist Planning is a registered investment firm based in New Albany, OH. It controls $17 million in assets between its 373 client accounts, placing it among the smaller firms in the country by assets under management. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Your Financial Pharmacist Planning likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Your Financial Pharmacist Planning Brokerage Details
$16,651,410
14
373
$44,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Justin Woods Work History
Justin has been registered as a financial advisor for 1 years.*
Your Financial Pharmacist
Amber Specialty Pharmacy
Think Whole Person Healthcare
The Kroger Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Woods to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Your Financial Pharmacist Planning
New Albany, OH
New Albany, OH
New Albany, OH
New Albany, OH
New Albany, OH
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
