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Lawrence B Wood

Avantax Advisory Services

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About Lawrence B Wood

Lawrence B. Wood is a financial advisor registered with Avantax Advisory Services. Lawrence has been working in the financial industry since 1998. Lawrence is licensed in Pennsylvania and holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Lawrence is also a Certified Financial Planner. Lawrence offers financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans. Lawrence is also an insurance agent through Avantax Insurance Agency, LLC.

Firm Information

Lawrence Wood is currently registered with Avantax Advisory Services. Avantax Advisory Services is a registered investment advisor based in Dallas, Texas. They offer a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Avantax has over 2,400 investment advisor representatives and manages over $41 billion in assets for clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. They also offer wrap fee program participation and other services.
Avantax Advisory Services

3200 OLYMPUS BLVD

DALLAS, TX 75019

$41.70B

Assets Under Management

1,243

Total Clients

2,215

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor referral services to third-party investment managers; participant enrollment meetings

Solicitor referral services to third-party investment managers; participant enrollment meetings

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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other

Solicitor fees

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Lawrence Wood’s Registration & Firm History

TX

01/08/2024 - Present

Avantax Advisory Services (DALLAS TX)

CA

04/22/2014 - 12/21/2015

VALMARK SECURITIES, INC. (San Francisco CA)

CA

07/29/2005 - 04/17/2014

NFP SECURITIES, INC. (SAN FRANCISCO CA)

OH

03/21/2003 - 07/29/2005

VALMARK SECURITIES, INC. (AKRON OH)

NY

06/07/2001 - 03/26/2003

NYLIFE SECURITIES INC. (NEW YORK NY)

TX

12/17/1998 - 06/06/2001

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence B Wood.
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