Joann Wood, financial advisor Milford OH
96 score

Joann Wood

CRD Number: 867511
Current Firm: Center For Wealth Management Advisory

Joann Wood (CRD# 867511) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Milford, OH and has over 36 years of experience in the finance industry. Joann 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
Center For Wealth Management, LLC Cincinnati, OH Mar 2015 - Current 3
Lpl Financial, LLC Cincinnati, OH Apr 2003 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
Contact Info for Joann V. Wood
Phone Number: 513-407-5430
Registered State(s):
  • KY
  • MA
  • OH
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $173,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MA

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

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