Graeme Woods (CRD# 5729609) is an Investment Advisor Representative working at G.s. Woods Wealth Management in Forest Hilll, MD and has over 15 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Exp Commercial | Philadelphia, PA | Jun 2022 - Current | 1 |
| Finalis Securities | Chicago, IL | Mar 2022 - Current | 2 |
| Gsw Trading Company | Lititz, PA | Apr 2020 - Current | 4 |
| G.s. Woods Financial Solutions LLC | Lititz, PA | Sep 2016 - Current | 7 |
| Self | Lititz, PA | May 2006 - Current | 17 |
| Exp Realty, LLC | Berwick, PA | Dec 2019 - Dec 2020 | 1 |
| Re/max Edge | Danville, PA | Jun 2016 - Dec 2018 | 2 |
| Mutual Of Omaha Investor Services. | Omaha, NE | Jul 2013 - Sep 2016 | 3 |
| Mutual Of Omaha | Blue Bell, PA | Jun 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
| S63 | Uniform Securities State Law Examination | Apr 2022 |
- MD
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
MD, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.