Britt Woods (CRD# 4653884) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 20 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lone Star National Bank | Mcallen, TX | Jan 2023 - Current | 1 |
| Lpl Financial LLC | Mcallen, TX | May 2021 - Current | 3 |
| Bank Of Tennessee | Nashville, TN | May 2021 - Jan 2023 | 1 |
| Lpl Financial LLC | College Grove, TN | Jan 2021 - May 2021 | < 1 |
| Brokers International Financial Services | Urbandale, IA | Jul 2020 - Jan 2021 | < 1 |
| Eagle Life Insurance Company | 6000 Westown Parkway, IA | Jun 2020 - Jan 2021 | < 1 |
| Cetera Investment Services LLC | Saint Cloud, MN | Apr 2017 - Apr 2020 | 3 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Apr 2017 - Apr 2020 | 3 |
| Fifth Third Securities | Nashville, TN | May 2010 - Apr 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- TN
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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