Patricia Wood, financial advisor Alpharetta GA
93 score

Patricia Wood

CRD Number: 1234214
Current Firm: Navy Federal Brokerage Services LLC

Patricia Wood (CRD# 1234214) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Alpharetta, GA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Navy Federal Brokerage Services, LLC Vienna, VA Jan 2017 - Current 1
Navy Federal Financial Group, LLC Vienna, VA Mar 2009 - Current 9
Navy Federal Brokerage Services, LLC Vienna, VA Mar 2009 - Current 9
Bank Broker/dealer Solutions, LLC Colchester, VT Nov 2004 - Current 13
Navy Federal Asset Management, LLC Vienna, VA Mar 2009 - Jan 2017 7
H. Beck, Inc. Rockville, MD Mar 2007 - Mar 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Patricia P. Wood
Phone Number: 7032061320
Registered State(s):
  • DC
  • VA
  • MD
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    1,688
    ACCOUNTS
  • Average Account Value
    $110,453
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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