linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wayne Scott Woodman

THE Investment House LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wayne? Claim Your Profile

About Wayne Scott Woodman

Wayne Scott Woodman is a financial advisor with The Investment House LLC in Las Vegas, NV. Wayne has been in the industry since 1981 and has held various positions at several financial institutions, including Samuels Chase & Co., Inc., Gerard Klauer Mattison & Co., Inc., and M.L. Stern & Co., LLC. Wayne is registered to provide investment advice in California and Nevada. Wayne's specializations include providing portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Wayne Woodman is currently registered with THE Investment House LLC. THE Investment House LLC is an investment advisor registered with the SEC and located in Redondo Beach, CA. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, investment companies, pooled investment vehicles, individuals other than high-net-worth, and corporations or other businesses. The firm offers portfolio management services for individuals, investment companies, and pooled investment vehicles.
THE Investment House LLC

210 AVENUE I

REDONDO BEACH, CA 90277

$1.62B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wayne Woodman’s Registration & Firm History

NV

03/14/2019 - Present

THE Investment House LLC (Las Vegas NV)

CA

07/07/2003 - 12/13/2010

SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)

NY

03/26/2002 - 07/07/2003

GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)

NY

12/04/2001 - 03/22/2002

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

CA

07/18/1983 - 03/15/2002

M.L. STERN & CO., LLC. (BEVERLY HILLS CA)

NA

01/19/1982 - 08/18/1982

M.L. STERN & CO. INC.

Not sure if Wayne Scott Woodman is right for you?

Licenses & Designations

BC

Issued 10/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1989

Series 24 - General Securities Principal Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wayne Scott Woodman.
Not sure if Wayne Scott Woodman is right for you?