Michael P. Woods
Professional summary
Michael Paul Woods, who also goes by Mike Woods, is a registered financial advisor currently at BEACH CITIES WEALTH MANAGEMENT, LLC located in Manhattan Beach, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Woods's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 26, 2011 - Present
BEACH CITIES WEALTH MANAGEMENT, LLC
Office #1: 1220 Highland Avenue, Manhattan Beach, CA 90266July 21, 2011 - November 9, 2015
PURSHE KAPLAN STERLING INVESTMENTS
January 2, 2009 - July 6, 2011
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
March 1, 2001 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 17, 2000 - July 6, 2011
RAYMOND JAMES FINANCIAL SERVICES, INC.
May 3, 1996 - September 1, 2000
PROVIDENTIAL SECURITIES, INC.
May 24, 1990 - September 20, 1995
CROWELL, WEEDON & CO.
October 2, 1989 - January 31, 1990
OSBORNE, STERN & COMPANY, INC.
May 16, 1988 - July 11, 1989
WESTMONT SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/26/2011)
(4/19/2017)
Exams
Current Firm
BEACH CITIES WEALTH MANAGEMENT, LLC
CRD#: 158373 / SEC#: 801-72556
Contact information
Regulatory assets under management
| Total Number of Accounts | 162 |
| AUM (Assets Under Management) | $ 99,341,637 |
Red Flags
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