Financial Services
Secured Assets LLCAbout
About This Business
Services: Financial Planning, Retirement Planning, Estate Planning
Insurance Products Offered: Guaranteed Annuities, Life Insurance, Long Term Care Insurance
Equity Products Offered: Private Wealth Management Portfolios
Products and Services
Years in Business: 34
Business Details
- BBB File Opened:
- 4/4/2016
- Business Started:
- 3/1/1991
- Business Started Locally:
- 3/1/1991
- Business Incorporated:
- 11/17/2006
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Roderick Paul Wood, Owner
Additional Contact Information
- Principal Contacts
- Mr. Roderick Paul Wood, Owner
- Customer Contacts
- Mr. Roderick Paul Wood, Owner
- Fax numbers
- Primary Fax: (301) 963-4461
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of CRD 2591042 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal
U.S. Securities and Exchange Commission (SEC)-Federal
100 F Street NE
Washington DC 20549-0213
BBB records show a license number of 54359 for this business, issued by Maryland Insurance Administration-MD
Maryland Insurance Administration-MD
200 St. Paul Place
Baltimore MD 21202-2272
BBB records show a license number of 548049 for this business, issued by State Corporation Commission (SCC)-VA
State Corporation Commission (SCC)-VA
Tyler Building, 1300 E Main St
Richmond VA 23219
Additional Information
- Payment methods
- Payments are dictated by the carrier or custodian of the product is being offered, so generally payments are made by personal check made out to the company offering the product. Payments are never made out to Secured Assets, nor are they accepted in cash or by credit cards.
- Refund and Exchange Policy
- The firm itself offers no proprietary products, however, certain products offered by insurance carriers have a "free look" period of 20 to 30 days in which the client can return the product for a full refund with no questions asked.
- Business Categories
- Financial Services, Life Insurance, Retirement Planning Services, Annuities
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