Robert WoodCRD Number: 3060400
Current Firm: Raymond James & Associates, Inc.
Robert Wood (CRD# 3060400) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Richmond, VA and has over 19 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Raymond James & Associates||Richmond, VA||May 2014 - Current||3|
|Wells Fargo Advisors LLC||Richmond, VA||May 2009 - May 2014||5|
|Wachovia Securities, LLC||Richmond, VA||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)