CW
CFP
CW
CFP

Christopher Woods

10 Years of Experience
Lakewood, WA
BrokerSells Insurance

Christopher Woods is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood, WA, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10520 Gravelly Lake Drive Sw, Lakewood, WA, 98499

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher works as an office manager and financial advisor, dedicating full-time hours to these activities. He also sells property & casualty insurance, handles renewals from life insurance, and serves as secretary for a business referral group, spending minimal time on the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2019 - Present · 7 yrs 3 mos
Cetera Financial Specialists LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Farmers Financial Solutions, LLCBroker
June 2015 - December 2018 · 3 yrs 6 mos
State Registrations8 states
AZCAFLNMORSDTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.