Securities America Advisors, Inc
About this Advisor
Michael Woods is a financial advisor who works out of Lake Worth, Florida, who has 10 years of professional experience. Woods works at Securities America Advisors, Inc. Throughout their career, they have worked at Securities America Inc, Investment Advisory, Summit Brokerage Services, Summit Financial Group and National Planning Corporation. Woods maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Florida. Securities America Advisors, Inc is a company that has its headquarters in Lake Worth, Florida. The firm has offices in 1,271 locations and a total of 1,989 employees. It administers $29 billion in total assets among its 184,356 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 184,356 accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. The company has a broad array 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 for financial management vary depending on which services are offered. Fee types charged by Securities America Advisors, Inc likely include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
Michael Woods Work History
Michael has 10 years of experience.
Securities America Inc
National Planning Corporation
Summit Brokerage Services
Summit Financial Group
Michael Woods has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
La Vista, NE
Lake Worth, FL
Fernandina Beach, FL
La Vista, NE