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Gorham Barney Wood

Pettyjohn, Wood & White, Inc.

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About Gorham Barney Wood

Gorham Barney Wood is an Investment Advisor Representative at Pettyjohn, Wood & White, Inc. Gorham Barney Wood has been in the industry since November 1993. Gorham Barney Wood has passed the Series 7, Series 63 and Series 65 exams and is registered with the state of Virginia. Gorham Barney Wood is a member of the following firms: Scott & Stringfellow, Inc., Scott & Stringfellow, Inc. and Pettyjohn, Wood & White, Inc.. Prior to joining Pettyjohn, Wood & White, Inc., Gorham Barney Wood was employed by Scott & Stringfellow, Inc. in Richmond, VA. Gorham Barney Wood's area of expertise includes financial planning and portfolio management for individuals.

Firm Information

Gorham Wood is currently registered with Pettyjohn, Wood & White, Inc.. Pettyjohn, Wood & White, Inc. is an investment advisor based in LYNCHBURG, VA. They manage approximately $734,420,311 in assets for 970 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and corporations. The firm offers financial planning and portfolio management services for individuals and businesses.
Pettyjohn, Wood & White, Inc.

1925 ATHERHOLT ROAD

LYNCHBURG, VA 24501

$734.42M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Hourly and fixed fees for financial planning services

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Gorham Wood’s Registration & Firm History

VA

01/04/2013 - Present

Pettyjohn, Wood & White, Inc. (LYNCHBURG VA)

VA

05/05/1999 - 07/01/2002

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

VA

11/24/1993 - 05/05/1999

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

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Licenses & Designations

IA

Issued 02/22/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gorham Barney Wood.
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