Laura
Woods

Commonwealth Financial Network

CRD#2710659
Investment Advisor
in Lutz, FL

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About this Advisor

Laura Woods is a certified financial planner operating in Lutz, Florida, who has been in the advisory business for 10 years. Woods is an employee of Commonwealth Financial Network. During their career, the advisor has held roles at New England Securities, Commonwealth Financial Network and Addessi Financial Partners. Woods holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. Commonwealth Financial Network is a registered investment company that has its headquarters in Lutz, Florida. The firm has offices in 1,090 locations and a total of 3,400 financial advisors. It oversees $111 billion in assets between its 436,517 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 277 charitable organizations. Of its 436,517 accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. Commonwealth Financial Network provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on the services offered. Fees charged by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

16524 Pointe Village Drive Suite 200
Lutz, FL 33558

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

FL Average: $16,012,751,954
Total Number of Employees

3,400

FL Average: 118
Total Number of Accounts

436,517

FL Average: 4,567
Average Account Size

$255,295

FL Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Laura Woods Work History

Laura has 10 years of experience.

2010 - Present (12 years)

Commonwealth Financial Network

2010 - Present (12 years)

Addessi Financial Partners

2010 - 2010 (< 1 year)

New England Securities

Disclosures

Laura Woods has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Karl Badey
Manchester, CT
Arthur Crompton
San Diego, CA
Andrew Miner
Waltham, MA
Nicholas Hogrefe
Glastonbury, CT
Christopher Puzio
San Dimas, CA
George Watson
Columbia, MD
Amy Kitson
Waltham, MA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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