Kirby WoodCRD Number: 6219162
Current Firm: Sorrento Pacific Financial, LLC
Kirby Wood (CRD# 6219162) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Newtown Square, PA and has over 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Sorrento Pacific Financial, LLC||San Diego, CA||May 2016 - Current||1|
|Bank Of America, N.a.||Mount Laurel, NJ||Dec 2013 - May 2016||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mount Laurel, NJ||Jun 2013 - May 2016||2|
|Unemployed||Voorhees, NJ||Jun 2012 - Jun 2013||1|
|Freedom Credit Union||Warminster, PA||Apr 2006 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management67MILLIONS
Total Number of Accounts411ACCOUNTS
Average Account Value$163,686
- 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, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OK, OR, PA, SC, TN, VA, WI
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