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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Adair Wood is an investment advisor representative for True North Advisors, LLC, where has been with the firm since July 2000. Scott has been an active investment advisor representative in Texas since 2017. Prior to joining True North Advisors, LLC, worked at American Securities Group, Inc. in Dallas, Texas, Lockwood Financial Services, Inc. in Malvern, Pennsylvania, Chase Manhattan Investment Services, Inc. in Chicago, Illinois, and Concord Brokerage Services, Inc. in Boston, Massachusetts. Scott Wood holds the Series 63, Series 65, Series 7 and Series 24 licenses. Scott Adair Wood specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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
TX
05/09/2017 - Present
True North Advisors, LLC (DALLAS TX)
TX
06/26/2003 - 10/08/2007
AMERICAN SECURITIES GROUP, INC. (DALLAS TX)
PA
07/26/1996 - 07/08/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
IL
07/08/1991 - 07/18/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
MA
01/21/1992 - 12/10/1992
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
IA
Issued 02/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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