Rhett Wood (CRD# 6000403) is an Investment Advisor Representative working at Investment Strategies, LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Income Strategies, Inc. | Oklahoma City, OK | Feb 2017 - Current | 7 |
| Investment Strategies, LLC | Oklahoma City, OK | Mar 2014 - Current | 10 |
| Retirement Solutions, LLC | Oklahoma City, OK | Feb 2013 - Feb 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
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Total Assets Under Management8MILLIONS
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Total Number of Accounts267ACCOUNTS
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Average Account Value$29,281
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
OK, TX
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