Robert Woods, financial advisor Chesapeake VA
90 score

Robert Woods

CRD Number: 5999130
Current Firm: Global Financial Private Capital, LLC

Robert Woods (CRD# 5999130) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Chesapeake, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital Sarasota, FL Nov 2011 - Current 5
Woods Financial Chesapeake, VA Feb 2009 - Current 7
The Norva Norfolk, VA Apr 2002 - Feb 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Robert I. Woods
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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