Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britt? Claim Your ProfileBritt Alan Woods is a financial advisor with over 19 years of experience in the financial services industry. Britt Alan Woods is currently registered with LPL Financial LLC in Texas and Tennessee. Prior to joining LPL Financial LLC, Britt Alan Woods has been associated with a number of firms including Brokers International Financial Services, LLC., Cetera Investment Services LLC, Fifth Third Securities, Inc., The Huntington Investment Company, NatCity Investments, Inc., and PFS Investments Inc.. Britt Alan Woods provides financial planning, portfolio management for individuals and businesses and consulting and other non-discretionary advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/26/2023 - Present
LPL Financial LLC (MCALLEN TX)
TN
07/20/2020 - 01/04/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Nolensville TN)
MN
04/26/2017 - 04/21/2020
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TN
05/11/2010 - 04/21/2017
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
OH
07/06/2009 - 04/15/2010
THE HUNTINGTON INVESTMENT COMPANY (BEAVERCREEK OH)
OH
11/20/2003 - 06/23/2009
NATCITY INVESTMENTS, INC. (TROY OH)
GA
08/05/2003 - 11/24/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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