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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Floyd Woods is a financial advisor with over 35 years of experience in the financial services industry. Joel currently works at LPL Financial LLC and is registered in Florida and Texas as a Broker and Investment Advisor. He has previously worked with several other firms including Concorde Investment Services, LLC and EDI Financial, Inc. Joel holds Series 7, 24, 63, and 65 licenses as well as the SIE exam. Joel is a member of FINRA and the state of Texas, where he is licensed. Joel's specialties include working with individuals, families, businesses, and charitable organizations. Joel's experience ranges from small business owners to high-net-worth individuals. Joel's primary office is located in Fort Worth, Texas.
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
03/29/2021 - Present
LPL Financial LLC (FORT WORTH TX)
TX
11/23/2016 - 03/26/2021
CONCORDE INVESTMENT SERVICES, LLC (Fort Worth TX)
TX
03/11/2005 - 12/31/2016
EDI FINANCIAL, INC. (FT. WORTH TX)
AZ
01/02/2003 - 03/14/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
05/01/1995 - 12/31/2002
SIGNAL SECURITIES, INC. (FORT WORTH TX)
NA
07/21/1993 - 05/02/1995
NATIONSSECURITIES
CA
05/31/1989 - 06/29/1993
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
CA
01/05/1988 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
NA
03/20/1986 - 02/02/1988
THOMSON MCKINNON SECURITIES INC.
IA
Issued 07/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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