Steven Woods
Steven Woods is a registered investment advisor at Raymond James & Associates, INC., based in Greenwood, IN, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1530 American Way, Suite 230, Greenwood, IN, 46143
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Regulatory History (1)
Customer Dispute
May 2018Other Business ActivitiesSells Insurance
Steven owns LTC Solutions, Inc., a long-term care and life insurance agency, dedicating minimal time to it. He also officiates NFL football games, which takes about 10-20% of his time, and is a non-voting member of the NFL Referee's Association Investment Committee.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
LPL Financial LLCBroker
State Registrations26 states
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