Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Clayton Wood is an Investment Advisor Representative at Sageguard Financial Group, LLC. Chad holds a Series 65 license and has over 10 years of experience in the financial services industry. Chad is also a licensed independent insurance agent and manages client accounts for Pinewoods Financial in Nacogdoches, Texas. Chad specializes in financial planning, educational seminars, and selection of other advisors. Chad provides portfolio management for both individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
12/22/2022 - Present
Sageguard Financial Group, LLC (GOODLETTSVILLE TN)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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