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Robert Burks Wood

Southland Equity Partners, LLC

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About Robert Burks Wood

Robert Burks Wood is a financial professional with over 30 years of experience in the financial services industry. Robert holds a Series 7 and Series 63 license and is also a Certified Financial Planner. Robert is currently registered with Southland Equity Partners, LLC, a financial firm based in Asheville, NC. Prior to joining Southland Equity Partners, LLC, Robert worked at FSC Securities Corporation and Raymond James Financial Services, Inc. Robert specializes in providing financial planning and portfolio management services to individuals and families.

Firm Information

Robert Wood is currently registered with Southland Equity Partners, LLC. Southland Equity Partners, LLC is an investment advisor based in , with approximately $636,443,384 in regulatory assets under management. The firm provides portfolio management for individuals and other advisory services including financial planning, consulting services, and selection of other advisors. The firm has a total of 2714 accounts, including 2611 discretionary accounts. The firm primarily serves individuals other than high-net-worth individuals, with 2709 clients and $564,125,438 in assets under management, and high-net-worth individuals, with 8 clients and $72,317,946 in assets under management.

$636.44M

Assets Under Management

12

Total Clients

11

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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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.

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consulting services

Consulting services

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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Robert Wood’s Registration & Firm History

NC

12/21/2016 - Present

Southland Equity Partners, LLC (Asheville NC)

NC

10/21/2009 - 12/31/2016

FSC SECURITIES CORPORATION (ASHEVILLE NC)

NC

09/15/1992 - 10/01/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEVILLE NC)

CA

08/20/1985 - 12/05/1991

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 11/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Burks Wood.
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