Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wood is a financial advisor with over 27 years of experience in the financial services industry. Brian currently works with Charles Schwab & Co., Inc. where they are a registered representative. Brian has a background in working with a variety of financial institutions including TD Ameritrade, Inc., Brookstreet Securities Corporation, Crowell, Weedon & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PaineWebber Incorporated, Kirlin Securities Inc., and H.J. Meyers & Co., Inc. Brian is a Certified Financial Planner. Brian is active in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/25/2022 - Present
Charles Schwab & CO., Inc. (Austin TX)
CA
11/28/2006 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
TX
12/10/2003 - 11/13/2006
BROOKSTREET SECURITIES CORPORATION (DALLAS TX)
CA
07/22/2003 - 12/08/2003
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NY
07/05/2000 - 07/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/04/1996 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/16/1996 - 12/06/1996
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
10/17/1995 - 02/23/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NJ
10/06/1995 - 10/18/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brian Wood is the right advisor for you? Invested Better is here to help.
