Bruce Webb Woods
Advisor at LPL Financial — Gardnerville, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
43 years
Location
Gardnerville, NV
LPL Financial
Institution
Bruce Woods is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Associated Planners Investment Advisory Inc., Associated Securities Corp., FSC Securities Corporation, and Strategic Wealth Advisors Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Gardnerville, NV
Gardnerville NV
Advisors at this office
3
California · Nevada · Texas
43 years of industry experience
LPL Financial, LLC
2009 - Present • 17 years
Concord, CA
Associated Planners Investment Advisory Inc.
2008 - 2009 • 1 year
Boston, MA
Associated Securities Corp.
2008 - 2009 • 1 year
CA
FSC Securities Corporation
2007 - 2008 • 1 year
Concord, CA
Strategic Wealth Advisors Group
2007 - 2009 • 2 years
Concord, CA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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