Paul Wood, financial advisor Bellevue WA
90 score

Paul Wood

CRD Number: 5990825
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC

Paul Wood (CRD# 5990825) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cliftonlarsonallen Wealth Advisors, LLC Bellevue, WA Feb 2014 - Current 2
Unemployment Lakewood, WA Dec 2013 - Feb 2014 < 1
Morgan Stanley Smith Barney Tacoma, WA Oct 2011 - Dec 2013 2
Dept Of Defense Tacoma, WA May 1982 - Oct 2011 29
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Paul J. Wood
Phone Number: 612-376-4777
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,427
    MILLIONS
  • Total Number of Accounts
    6,936
    ACCOUNTS
  • Average Account Value
    $349,898
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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