James Wood, financial advisor Goodlettsville TN

James Wood

CRD Number: 3026680
Current Firm: Paul Winkler, Inc.

James Wood (CRD# 3026680) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 25 years of experience in the finance industry. James Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Paul Winkler, Inc. Goodlettsville, TN Sep 2014 - Current 9
A Clear Strategy, LLC San Ramon, CA Nov 2013 - Dec 2015 2
Paul Winkler, Inc. Goodlettsville, TN Aug 2014 - Sep 2014 < 1
James P. Wood Dba A Clear Strategy Investment And Retirement San Ramon, CA May 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1998
Contact Info for James P. Wood
Phone Number: 615-851-1950
Registered State(s):
  • AR
  • CA
  • KY
  • MS
  • NC
  • TN
By the Numbers
  • Total Assets Under Management
    924
    MILLIONS
  • Total Number of Accounts
    2,421
    ACCOUNTS
  • Average Account Value
    $381,495
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, IN, KY, LA, MI, MS, NC, OH, TN, TX, VA, WI

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