Kirby Wood, financial advisor Newtown Square PA
89 score

Kirby Wood

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kirby H. Wood
Phone Number: 858-805-7900
Firm Website: http://mybd.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $163,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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