George Wood (CRD# 6142264) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Haiku, HI and has 1 year of experience in the finance industry.
CRD# 5688894
Edward Jones
CRD# 2922051
Lpl Financial LLC
CRD# 6538887
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Obermeyer Wood Investment Counsel Lllp | Aspen, CO | Sep 2014 - Current | 9 |
| Wood Investment Counsel, LLC | Denver, CO | Jul 2012 - Sep 2014 | 2 |
- CO
- HI
-
Total Assets Under Management2,141MILLIONS
-
Total Number of Accounts2,344ACCOUNTS
-
Average Account Value$913,284
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, HI, ID, IL, MA, MD, MI, MO, MT, NC, NE, NH, NJ, NY, OR, PA, TX, UT, VA, WA, WY
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