Ralph Wood (CRD# 1558917) is an Investment Advisor Representative working at Lvz, Inc. in Grand Rapids, MI and has over 37 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lvz, Inc. | Holland, MI | Feb 2017 - Current | 7 |
| Harbour Investments, Inc. | Madison, WI | Feb 2017 - Jul 2021 | 4 |
| Next Financial Group Inc. | Grand Rapids, MI | Oct 2006 - Feb 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
- MI
-
Total Assets Under Management875MILLIONS
-
Total Number of Accounts5,075ACCOUNTS
-
Average Account Value$172,344
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NH, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI
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