Michael
Woods

Securities America Advisors, Inc

CRD#2035047
Investment Advisor
in Lake Worth, FL

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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

Series 63, Series 66

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, Others

Disclosures

Yes

Office Location

7570 South Us Hwy One Ste 14
Lake Worth, FL 33462

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

FL Average: $1,978,216,465
Total Number of Employees

1,989

FL Average: 226
Total Number of Accounts

184,356

FL Average: 7,467
Average Account Size

$157,439

FL Average: $264,928

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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.

2018 - Present (3 years)

Investment Advisory

2017 - Present (4 years)

Securities America Inc

2017 - 2017 (< 1 year)

National Planning Corporation

2010 - 2017 (7 years)

Summit Brokerage Services

2010 - 2017 (7 years)

Summit Financial Group

Disclosures

Michael Woods has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Donald Seaman
La Vista, NE
Michael Woods
Lake Worth, FL
Patrick Williams
Carlisle, PA
Nicola Nichol
Fernandina Beach, FL
Cory Randall
La Vista, NE
Hillary Kent
Addison, TX
Christian Misa
Rockaway, NJ
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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