Tricia Carter Wood (CRD# 4871386) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Worth, TX and has over 18 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Cameron, TX | Nov 2023 - Current | < 1 |
| Fsc Securities Corporation | Forth Worth, TX | Mar 2019 - Nov 2023 | 4 |
| Rhodes Securities, Inc. | Fort Worth, TX | Jan 2016 - Mar 2019 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth, TX | Aug 2004 - Jan 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- FL
- GA
- NM
- OK
- SC
- TX
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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, WY
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