Douglas Wood (CRD# 1291418) is an Investment Advisor Representative working at Sandalwood Investment Group in South Burlington, VT and has over 20 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sandalwood Investment Group | So. Burlington, VT | Apr 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
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-
Total Assets Under Management3MILLIONS
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Total Number of Accounts11ACCOUNTS
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Average Account Value$250,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
VT
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