Mark Woods, financial advisor San Angelo TX
96 score

Mark Woods

CRD Number: 1418270
Current Firm: Lincoln Financial Securities Corporation

Mark Woods (CRD# 1418270) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Angelo, TX and has over 30 years of experience in the finance industry. Mark 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
Lincolan Financial Securities Corporation San Angelo, TX Jul 2008 - Current 8
Trimble Batjer Financial Solutions San Angelo, TX Jul 1999 - Current 17
Transamerica Occidental San Angelo, TX Jul 1984 - Current 32
Amway/quixtar Distrbutor San Angelo, TX May 1975 - Dec 2010 35
Self Employed Amway Distributor San Angelo, TX Apr 1975 - Dec 2010 35
Jefferson Pilot Securities Corporation San Angelo, TX Jan 2001 - Jun 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
Contact Info for Mark A. Woods
Phone Number: 800-258-3648
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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