David Hood, financial advisor Kinston NC
93 score

David Hood

CRD Number: 3025469
Current Firm: Wells Fargo Clearing Services, LLC

David Hood (CRD# 3025469) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Kinston, NC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Kinston, NC Nov 2016 - Current 1
Wells Fargo Advisors LLC Kinston, NC May 2009 - Nov 2016 7
Wachovia Securities, LLC Kinston, NC Jul 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for David M. Hood
Phone Number: 314-875-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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