Nolan WoodCRD Number: 3041549
Current Firm: Canterbury Consulting Incorporated
Nolan Wood (CRD# 3041549) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Seattle, WA and has over 24 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Abraham & Company, Inc.
|Canterbury Consulting, Inc.||Seattle, WA||Jul 2020 - Current||2|
|Canterbury Consulting, Inc.||Newport Beach, CA||Jan 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management6,122MILLIONS
Total Number of Accounts4,067ACCOUNTS
Average Account Value$1,505,194
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, NV, OH, OR, TN, TX, UT, WA
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