Larry Woods, financial advisor Clinton Township MI

Larry Woods

CRD Number: 1346740
Current Firm: Calton & Associates, Inc.

Larry Woods (CRD# 1346740) is an Investment Advisor Representative working at Calton & Associates, Inc. in Clinton Township, MI and has over 39 years of experience in the finance industry. Larry Woods has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Calton & Associates, Inc. Tampa, FL Jul 2019 - Current 4
Woods Financial Services/magellan Investment Advisory Group, LLC Clinton Township, MI Sep 1989 - Current 34
Capital Financial Services, Inc. Minot, ND Nov 2004 - Jul 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
Contact Info for Larry T. Woods
Phone Number: 813-264-0440
Firm Website: http://www.calton.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,059
    MILLIONS
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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