Lynn WoodCRD Number: 1370565
Current Firm: Voya Financial Advisors, Inc.
Lynn Wood (CRD# 1370565) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lafayette, LA and has over 21 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Voya Financial Advisors||Lafayette, LA||Sep 2014 - Current||2|
|Lynn Wood & Associates||Lafayette, LA||Jan 1992 - Current||25|
|Northwestern National Life Insurance Company||Minneapolis, MN||Dec 1985 - Current||31|
|Ing Financial Partners, Inc.||Lafayette, LA||Jan 2004 - Sep 2014||10|
|Reliastar Life||Minneapolis, MN||Aug 1985 - Dec 2010||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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)
- 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, VT, WA, WI, WV