Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Thomas Woods is a financial advisor with over 30 years of experience in the industry. Larry has been registered with Calton & Associates, Inc. since 2019. Prior to joining Calton & Associates, Inc., Larry was registered with Capital Financial Services, Inc., Magellan Securities Inc, Money Concepts Capital Corp, Mariner Financial Services, Inc., Pamco Securities and Insurance Services, and Chubb Securities Corporation. Larry is a Certified Financial Planner and holds the Series 6, 7, 22, 24, and 63 licenses. Larry also has experience in offering traditional life insurance products.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
07/29/2019 - Present
Calton & Associates, Inc. (Clinton Township MI)
MI
11/17/2004 - 07/29/2019
CAPITAL FINANCIAL SERVICES, INC. (CLINTON TOWNSHIP MI)
MI
12/01/1994 - 12/31/2004
MAGELLAN SECURITIES INC (HARPER WOODS MI)
FL
03/10/1992 - 09/15/1994
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
FL
10/11/1989 - 03/11/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
01/30/1989 - 09/14/1989
PAMCO SECURITIES AND INSURANCE SERVICES
NA
03/11/1985 - 02/07/1989
CHUBB SECURITIES CORPORATION
BC
Issued 03/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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