Mark Christopher Woods
Investment adviser representative at Latitude Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$566.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Latitude Advisors, LLCJun 2018 to now
- H.D. Vest Advisory ServicesMar 2011 to now
- H.D. Vest Investment ServicesFeb 2007 to now
- Woods Cpa, Ltd.Nov 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (RI).
Latitude Advisors, LLC
$566.5MAssets managed
1,590Clients
64Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4420925
- Firm CRD
- 151001