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Stanford Davis Wood

Truist Securities, Inc.

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About Stanford Davis Wood

Stanford Davis Wood has been working in the financial industry since 2011. Currently, Stanford is registered with Truist Securities, Inc. and has been since April of 2022. Stanford has previously worked at REGIONS SECURITIES LLC, CETERA INVESTMENT SERVICES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stanford holds Series 66, SIE and Series 7 licenses.

Firm Information

Stanford Wood is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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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Stanford Wood’s Registration & Firm History

GA

04/07/2022 - Present

Truist Securities, Inc. (ATLANTA GA)

GA

08/15/2016 - 03/29/2022

REGIONS SECURITIES LLC (Atlanta GA)

GA

07/21/2015 - 08/01/2016

CETERA INVESTMENT SERVICES LLC (ATLANTA GA)

GA

08/19/2011 - 08/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 08/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Stanford Davis Wood.
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