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David Wood

Lincoln Financial Distributors, Inc.

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About David Wood

David Wood is a financial professional with over 15 years of experience in the industry. David is registered with Lincoln Financial Distributors, Inc. and is licensed in North Carolina. David holds the Series 6, 63, and 26 securities licenses. David specializes in investment company products and variable contracts.

Firm Information

David Wood is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Wood’s Registration & Firm History

NC

07/25/2007 - Present

Lincoln Financial Distributors, Inc. (GREENSBORO NC)

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Licenses & Designations

BC

Issued 08/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Wood.
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