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Monica Renee Wood

Caymus Securities LLC

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About Monica Renee Wood

Monica Renee Wood is a financial professional with experience in the industry. Monica Wood is currently registered with Caymus Securities LLC and is located in Atlanta, Georgia. Previously, Monica Wood was registered with Truist Investment Services, Inc. Monica Wood has passed the Series 27 exam and is a Principal with Caymus Securities LLC.

Firm Information

Monica Wood is currently registered with Caymus Securities LLC. Caymus Securities LLC is a Limited Liability Company formed on February 7, 2003. The firm is registered with the Securities and Exchange Commission (SEC) and in 12 states: Alabama, California, Florida, Georgia, Illinois, Kentucky, New Mexico, New York, North Carolina, Ohio, Pennsylvania, and Texas.

Not reported

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.

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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Monica Wood’s Registration & Firm History

GA

08/08/2024 - Present

Caymus Securities LLC (ATLANTA GA)

GA

03/05/2021 - 08/09/2024

TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 03/05/2021

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Renee Wood.
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