Scott Woods, financial advisor Durango CO
93 score

Scott Woods

CRD Number: 1074825
Current Firm: Robert W. Baird & Company Incorporated

Scott Woods (CRD# 1074825) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Durango, CO and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Inc. Durango, CO Jan 2012 - Current 4
Wells Fargo Advisors LLC Sarasota, FL May 2009 - Jan 2012 2
Wachovia Securities, LLC Sarasota, FL Jan 2008 - May 2009 1
Wachovia Securities, LLC Sarasota, FL Jan 2008 - May 2009 1
A.g. Edwards Durgano, CO Sep 1982 - Jan 2008 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Scott L. Woods
Phone Number: 414-765-3500
Registered State(s):
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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