Scott Wood, financial advisor Dallas TX

Scott Wood

CRD Number: 2114641
Current Firm: True North Advisors, LLC

Scott Wood (CRD# 2114641) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
True North Advisors, LLC Dallas, TX Jul 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Scott A. Wood
By the Numbers
  • Total Assets Under Management
    3,006
    MILLIONS
  • Total Number of Accounts
    3,532
    ACCOUNTS
  • Average Account Value
    $851,189
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, KS, LA, MO, NH, TX, VA

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