Timeka Woods, financial advisor Beachwood OH

Timeka Woods

CRD Number: 4350393
Current Firm: Primerica Advisors

Timeka Woods (CRD# 4350393) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Beachwood, OH Jul 2018 - Current 6
Primerica Financial Services Beachwood, OH Apr 1999 - Current 25
E.f. Boyd & Son Funeral Home Warrensville Hgts., OH Jan 1999 - Current 25
E.f. Boyd & Son Funeral Home Cleveland, OH Jan 1999 - May 2019 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timeka L. Woods
Phone Number: 833-786-0550
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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