Michael Woods (CRD# 2035047) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Orange Park, FL and has over 33 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America Advisors | Boynton Beach, FL | Mar 2018 - Current | 6 |
Securities America Inc. | Boynton Beach, FL | Oct 2017 - Current | 6 |
National Planning Corporation | Hypoluxo, FL | May 2017 - Oct 2017 | < 1 |
Summit Brokerage Services | Hypoluxo, FL | Jun 2010 - May 2017 | 6 |
Summit Financial Group | Hypoluxo, FL | Jun 2010 - May 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1990 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- FL
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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