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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Wood is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. John Michael Wood has been in the industry since December 2021 and is registered in South Carolina. John Michael Wood's firm, Cambridge Investment Research Advisors, Inc., is headquartered in Fairfield, Iowa and has over 3,000 Investment Advisor Representatives. The firm serves a variety of client types, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cambridge Investment Research Advisors, Inc. offers a range of financial planning services, including portfolio management, pension consulting, and educational seminars.
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.
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.
Solicitation fees from 3rd party money managers
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2
SC
02/02/2022 - Present
Cambridge Investment Research Advisors, Inc. (Summerville SC)
IA
Issued 02/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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