Gary Wood (CRD# 5180375) is an Investment Advisor Representative working at Avantax Advisory Services in Rochester, MI and has over 17 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency And/or Avantax Insurance Services | Coppell, TX | Jun 2013 - Current | 11 |
| Avantax Investment Services, Inc. | Rochester, MI | Sep 2012 - Current | 11 |
| Avantax Advisory Services | Rochester, MI | Sep 2012 - Current | 11 |
| Wood And Associates Tax And Wealth Management,llc | Rochester, MI | Jan 1990 - Current | 34 |
| Avantax Insurance Agency, LLC | Rochester, MI | Sep 2012 - Jan 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- MI
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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