Michael Wood (CRD# 1676681) is an Investment Advisor Representative working at D.a. Davidson & Company in Bluefield, VA and has over 36 years of experience in the finance industry. Michael 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.
CRD# 1292788
4 Seasons Advisors
CRD# 3218183
Edward Jones
CRD# 2983010
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Bluefield, VA | Jan 2023 - Current | 1 |
| Truist Investment Services, Inc. | Bluefield, VA | Feb 2021 - Jan 2023 | 1 |
| Truist Advisory Services, Inc. | Bluefield, VA | Feb 2021 - Jan 2023 | 1 |
| Bb&t Securities, LLC | Bluefield, VA | Jan 2013 - Feb 2021 | 8 |
| Scott & Stringfellow, Inc. | Bluefield, VA | May 1999 - Feb 2021 | 21 |
| #ia Scott & Stringfellow Inc. | Bluefield, VA | Jan 1992 - Feb 2021 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1991 |
- TX
- VA
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Total Assets Under Management27,925MILLIONS
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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