Brian Wood, financial advisor Cincinnati OH
93 score

Brian Wood

CRD Number: 5573347
Current Firm: Touchstone Advisors Inc.

Brian Wood (CRD# 5573347) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Touchstone Securities Cincinnati, OH May 2011 - Current 5
Ifs Financial Services Cincinnati, OH May 2011 - Current 5
Ubs Financial Services Inc. Cincinnati, OH Jul 2008 - May 2011 2
Unemployed Lebanon, OH May 2008 - Jul 2008 < 1
Miami University Bookstore Oxford, OH Jul 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Brian T. Wood
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    17,043
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $437,007,509
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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