Eric Wood, financial advisor Clayton MO
41 score

Eric Wood

CRD 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.

Similar Advisors
Carl Goodin, financial advisor Clayton MO
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Similar Advisors
William Meyer, financial advisor Clayton MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Similar Advisors
Joe Allaria, financial advisor Clayton MO
Joe M. Allaria
CRD# 6122862
Visionary Wealth Advisors, LLC
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Eric A. Wood
Phone Number: 314-236-2444
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Eric Wood and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.