Daniel WoodCRD Number: 2486562
Current Firm: Family Fiduciary Services, Inc.
Daniel Wood (CRD# 2486562) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Beverly, MA and has over 28 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Family Fiduciary Services, Inc.||Beverly, MA||Mar 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S65||NASAA Investment Advisors Law Examination||Jul 1994|
Total Assets Under Management136MILLIONS
Total Number of Accounts213ACCOUNTS
Average Account Value$640,596
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA, NH, TX
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