Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Wood is an Investment Advisor Representative with Canterbury Consulting Inc. Nolan has been in the industry for over 20 years and has experience working with various types of clients, including high net worth individuals, charitable organizations, and pooled investment vehicles. Nolan is also a Chartered Financial Analyst and holds the Series 6, 7, 63 and 65 licenses. Nolan's previous experience includes working with Nicholas-Applegate Securities LLC and Janus Distributors, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
09/29/2005 - Present
Canterbury Consulting Inc. (SEATTLE WA)
WA
02/01/2005 - 10/24/2013
CANTERBURY CONSULTING INCORPORATED (SEATTLE WA)
CA
09/29/1999 - 01/07/2005
NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)
CO
04/17/1998 - 01/18/1999
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 11/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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