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James Philip Wood

Paul Winkler, Inc.

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About James Philip Wood

James Philip Wood is a financial advisor with Paul Winkler, Inc. based in Goodlettsville, Tennessee. James is licensed to provide advisory services in Arkansas, California, Kentucky, Mississippi, North Carolina, and Tennessee. James is a CERTIFIED FINANCIAL PLANNER™ professional. James has over 20 years of experience in the financial services industry. Previously, James was employed with SICOR SECURITIES INC, Cambridge Investment Research, Inc., and Lincoln Financial Advisors Corporation.

Firm Information

James Wood is currently registered with Paul Winkler, Inc.. Paul Winkler, Inc. is an investment advisor registered with the SEC. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They have approximately $284 million in regulatory assets under management.
Paul Winkler, Inc.

3050 BUSINESS PARK CIRCLE

GOODLETTSVILLE, TN 37072

$283.98M

Assets Under Management

50

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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James Wood’s Registration & Firm History

TN

09/23/2014 - Present

Paul Winkler, Inc. (GOODLETTSVILLE TN)

OH

05/01/2012 - 10/10/2013

SICOR SECURITIES INC (DAYTON OH)

CA

04/01/2010 - 05/07/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN RAMON CA)

CA

04/16/1998 - 04/05/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)

IN

04/16/1998 - 03/31/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 04/08/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Philip Wood.
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