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William Frank Woodruff

Investment Adviser Representative at Farther

Lake Oswego, ORCRD #4542692Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Frank Woodruff is an investment adviser representative with Farther in Lake Oswego, OR, where they have been registered since 2022. They have worked in the securities industry since 2008 and have been registered with 7 firms, including Wealthfactor and Bandon Capital Management, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oregon and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oregon, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/9/2015
Series 66
Uniform Combined State Law Examination
Passed 9/8/2004
SIE
Securities Industry Essentials Examination
Passed 11/24/2015
Series 7
General Securities Representative Examination
Passed 2/23/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

FartherCurrent
7/15/2022 – Lake Oswego, OR
Wealthfactor
2/13/2018 – 8/23/2022Lake Oswego, OR
Bandon Capital Management, LLC
1/31/2008 – 11/28/2014Lake Oswego, OR
Beacon Alternative Strategies LLC
9/29/2005 – 8/27/2008Portland, OR
BAS Management, LLC
12/8/2006 – 3/28/2008Portland, OR
Beacon ROCK Capital, LLC
9/29/2005 – 10/27/2006Portland, OR
Beacon ROCK Capital Partners LLC
3/17/2006 – 9/25/2006Portland, OR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Logan Circle Partners, L.P.
    Jan 2015 – no end date reportedLake Oswego, OR
  2. WealthFactor, LLC
    Dec 2017 – Jun 2022Lake Oswego, OR
  3. Farther Finance Advisors, LLC
    Jun 2022 – no end date reportedLake Oswego, OR

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Farther

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingPeriodicals and Newsletters

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
308
Offices listed on AdvisorFinder:
7
Main office:
San Francisco, CA
SEC file number:
801-116721

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 24, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Frank Woodruff has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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William Frank Woodruff (Farther) - Fees & Credentials