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Business Profile

Financial Services

Secured Assets LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Services.

About

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

Guaranteed Annuities (FIA, MYGA, SPIA, Fixed), Life Insurance (FIUL, UL, WL), Long Term Care Insurance, Private Wealh Management Portfolios

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

(202) 551-6551

Fax: (202) 7729295

Website

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

(410) 468-2000

Fax: (410) 4682020

Website

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

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.

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