Robert Wood, financial advisor Asheville NC
96 score

Robert Wood

CRD Number: 1404735
Current Firm: Southland Equity Partners, LLC

Robert Wood (CRD# 1404735) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Asheville, NC and has over 32 years of experience in the finance industry. Robert Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Southland Equity Partners Asheville, NC Dec 2016 - Current 1
Fsc Securities Corporation Asheville, NC Oct 2009 - Current 8
Raymond James Financial Services, Inc. Asheville, NC Sep 1992 - Oct 2009 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for Robert B. Wood
Phone Number: 770.998.5879
Registered State(s):
  • NC
Current Firm Details
Southland Equity Partners, LLC
Firm's CRD Number: 154481
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    941
    ACCOUNTS
  • Average Account Value
    $137,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, HI, KY, NC, NY, OH, TN, VA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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