Michael
Woods
Pensionmark Financial Group, LLC
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About this Advisor
Michael Woods is a financial advisor operating out of Santa Barbara, California with 8 years of industry experience. Woods is on the advisory team at Pensionmark Financial Group, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Independent Financial Partners, Pensionmark Financial Group, LLC, Captrust, Capfinancial Securities, LLC and Pfg Securities LLC. Woods maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in California. Pensionmark Financial Group, LLC is an advisory business based in Santa Barbara, CA. It has offices in 59 locations and a total of 244 advisors. It oversees $27 billion in assets among its 7,380 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 142 charitable organizations. Of its 7,380 client accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Pensionmark Financial Group, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Woods Work History
Michael has been registered as a financial advisor for 8 years.*
Pfg Securities LLC
Pensionmark Financial Group, LLC
Captrust
Capfinancial Securities, LLC
Lpl Financial, LLC
Independent Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Woods to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
Brentwood, TN
South Burlington, VT
Fort Mill, SC
San Antonio, TX
Madison, WI
Santa Barbara, CA
Los Angeles, CA
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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