Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Allen Wood is a financial advisor with over 12 years of experience in the financial services industry. Brett is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since January 2024. Brett has a strong background in financial planning and portfolio management. Brett has served clients at OneAmerica Securities, Inc., New England Securities, Lincoln Financial Securities Corporation, MML Investors Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and AXA Advisors, LLC. Brett is committed to providing his clients with personalized financial advice that helps them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
01/25/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
05/21/2013 - 03/13/2015
ONEAMERICA SECURITIES, INC. (FRISCO TX)
TX
12/22/2008 - 07/06/2012
NEW ENGLAND SECURITIES (DALLAS TX)
TX
10/11/2007 - 12/17/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (PLANO TX)
TX
04/27/2007 - 10/17/2007
MML INVESTORS SERVICES, INC. (ADDISON TX)
TX
03/14/2006 - 02/23/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
TX
03/16/2006 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (DALLAS TX)
NY
11/04/2004 - 02/23/2006
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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