Eric WoodCRD Number: 3079104
Current Firm: Datatex Investment Services Inc.
Eric Wood (CRD# 3079104) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Clayton, MO and has over 17 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Huntleigh Securities Corporation||St. Louis, MO||Sep 2009 - Current||7|
|Axa Advisors, LLC||St. Louis, MO||Apr 2002 - Sep 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2001|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
- Judgments / Liens
- Criminal Record
Total Assets Under Management26MILLIONS
Total Number of Accounts400ACCOUNTS
Average Account Value$65,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
IL, MO, OH, TN, TX, WI