Lawrence Wood, financial advisor Redwood City CA
96 score

Lawrence Wood

CRD Number: 3130186
Current Firm: Hewins Financial Advisors, LLC

Lawrence Wood (CRD# 3130186) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 17 years of experience in the finance industry. Lawrence Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Apr 2014 - Current 2
Valmark Advisers, Inc. Akron, OH Apr 2014 - Current 2
Hewins Financial Advisors, LLC San Mateo, CA Sep 2013 - Current 3
Dzh Phillips Private Client Svcs LLC San Francisco, CA Jul 2009 - Current 7
Dzh Phillips LLP San Francisco, CA Jul 2009 - Current 7
Nfp Securities, Inc. San Francisco, CA Jul 2005 - Apr 2014 8
Smith, Lange & Phillips, LLP San Francisco, CA Dec 2000 - Jul 2009 8
Slp Financial & Insurance Services LLC San Francisco, CA Dec 2000 - Jul 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Lawrence B. Wood
Phone Number: 650-620-3040
Registered State(s):
  • CA
  • WI
By the Numbers
  • Total Assets Under Management
    3,857
    MILLIONS
  • Total Number of Accounts
    4,219
    ACCOUNTS
  • Average Account Value
    $914,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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