Tucker Woods
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCDec 2021 to now
- Fross and Fross Wealth ManagementDec 2021 to now
- Universal CreativeMay 2021 to Dec 2021
- Fross and Fross Wealth ManagementJun 2020 to Dec 2020
- University of FloridaJun 2019 to Dec 2021
- The Villages High SchoolJul 2015 to May 2019
- Fbc LeesburgMay 2015 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7267145
- Firm CRD
- 6413