Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wood is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with LPL Financial LLC and has previously held positions at Securities America, Inc., National Planning Corporation, and Capital Analysts, Incorporated. David provides a range of financial services to individuals, businesses, and families. These services include financial planning, investment management, and retirement planning. David is committed to providing his clients with personalized financial advice and guidance to help 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
05/07/2024 - Present
LPL Financial LLC (ROYERSFORD PA)
PA
11/01/2017 - 05/07/2024
SECURITIES AMERICA, INC. (Royersford PA)
PA
10/01/2007 - 11/03/2017
NATIONAL PLANNING CORPORATION (ROYERSFORD PA)
PA
08/03/2000 - 10/02/2007
CAPITAL ANALYSTS, INCORPORATED (ROYERSFORD PA)
NJ
08/19/1991 - 08/02/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/19/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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