Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gae-lynn? Claim Your ProfileGae-lynn Woods is a financial advisor registered with LPL Financial LLC based in Carthage, TX. Gae-lynn has been working in the financial industry since August 5, 2012. Gae-lynn is registered to provide investment advisory services in Texas and is also licensed to sell securities in Texas. Prior to joining LPL Financial LLC, Gae-lynn worked for AVANTAX INVESTMENT SERVICES, INC. Gae-lynn holds the Series 6, SIE, and Series 63 licenses. Gae-lynn specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Gae-lynn offers a wide range of services to help her clients meet their financial goals.
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.
1
2
TX
11/10/2023 - Present
LPL Financial LLC (CARTHAGE TX)
TX
08/06/2012 - 11/17/2023
AVANTAX INVESTMENT SERVICES, INC. (CARTHAGE TX)
BC
Issued 09/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gae-lynn Woods is the right advisor for you? Invested Better is here to help.
