MW
MW

Michael Woods

24 Years of Experience
Lincroft, NJ
1 DisclosureBroker

Michael Woods is a registered investment advisor, based in Lincroft, NJ, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.

Location

437 Newman Springs Road, Lincroft, NJ, 07738

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2005
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 1 yr
World Investment Advisors, LLC
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Pensionmark Securities, LLCBroker
May 2017 - October 2025 · 8 yrs 5 mos
Captrust
June 2015 - May 2022 · 6 yrs 11 mos
Capfinancial Securities, LLC.Broker
June 2015 - September 2017 · 2 yrs 3 mos
LPL Financial LLCBroker
November 2010 - May 2015 · 4 yrs 6 mos
Independent Financial Partners
November 2010 - June 2015 · 4 yrs 7 mos
Nrp Advisors, INC.
January 2009 - December 2010 · 1 yr 11 mos
Nrp Financial, INC.Broker
January 2009 - November 2010 · 1 yr 10 mos
Ing Financial Advisers, LLCBroker
December 2006 - January 2009 · 2 yrs 1 mo
Ing Financial Advisers, LLC
December 2006 - January 2009 · 2 yrs 1 mo
Oberlin Financial CORP.Broker
October 2006 - December 2006 · 2 mos
Oberlin Financial CORP.
September 2006 - December 2006 · 3 mos
Pioneer Investment Management, INC.
March 2005 - September 2005 · 6 mos
Pioneer Funds Distributor, INC.Broker
July 2003 - September 2005 · 2 yrs 2 mos
Manulife Financial Securities LLCBroker
June 2003 - July 2003 · 1 mo
Pioneer Funds Distributor, INC.Broker
January 2002 - January 2002 · 0 mos
Allmerica Investments, INC.Broker
July 1999 - November 2000 · 1 yr 4 mos
Putnam Mutual Funds CORP.Broker
November 1998 - May 1999 · 6 mos
Nylife Securities INC.Broker
March 1994 - May 1994 · 2 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMEMIMNMOMSNCNDNENHNJNVNYOHOKORPARISCSDTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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Michael Woods - Financial Advisor | TrueAdvisor