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Brian Richard Woods

Woods Advisory Services LLC

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About Brian Richard Woods

Brian Woods is a financial advisor at Woods Advisory Services LLC, based in Towson, MD. Brian has over 25 years of experience in the financial services industry. Brian has a background in accounting and has held positions with LPL Financial LLC and Mutual Service Corporation. Brian is registered as an Investment Advisor Representative in Maryland. Woods Advisory Services LLC provides financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Brian Woods is currently registered with Woods Advisory Services LLC. Woods Advisory Services LLC is a financial advisory firm that provides financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm manages approximately $22.4 million in assets for 59 clients.

$22.43M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Woods’s Registration & Firm History

MD

01/03/2025 - Present

Woods Advisory Services LLC (TOWSON MD)

MD

09/08/2009 - 10/10/2017

LPL FINANCIAL LLC (TOWSON MD)

MD

08/25/1997 - 09/08/2009

MUTUAL SERVICE CORPORATION (TOWSON MD)

MA

01/17/1995 - 12/31/1995

COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)

NA

12/21/1993 - 01/24/1995

COMPREHENSIVE FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 10/08/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/17/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Richard Woods.
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