Unclaimed
Larry Gale Woods is a financial advisor at LPL Financial LLC. Larry has been in the financial services industry since 1998. Larry has a Series 7, Series 26, Series 63, and Series 66 license. Larry offers a variety of financial services including financial planning, portfolio management, and pension consulting. Larry has worked with Truist Investment Services, Inc., and Crestar Securities Corporation in the past.
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
VA
11/15/2021 - Present
LPL Financial LLC (ROANOKE VA)
VA
05/26/2000 - 11/15/2021
TRUIST INVESTMENT SERVICES, INC. (RADFORD VA)
VA
06/30/1998 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BOTH
Issued 05/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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