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Wesley Price Wood

KEY Capital Management, Inc.

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About Wesley Price Wood

Wesley Price Wood is an Investment Advisor Representative with Key Capital Management, Inc. in Hendersonville, Tennessee. Wesley has been in the financial services industry since 2005 and has a diverse background. Wesley has been associated with several firms in the past, including WFG Investments, Inc., Investors Capital Corp., and MML Investors Services, Inc. Wesley has licenses in the state of Tennessee, as well as Louisiana. Wesley holds the Series 6, 7, 63, and 65 licenses. Wesley specializes in providing financial planning and portfolio management services to individuals.

Firm Information

Wesley Wood is currently registered with KEY Capital Management, Inc.. KEY Capital Management, Inc. is an investment advisory firm based in HENDERSONVILLE, TN. The firm manages approximately $292,985,635 in assets for 2,171 clients. KEY Capital Management provides financial planning and portfolio management for individuals and families.
KEY Capital Management, Inc.

181 EAST MAIN ST. SUITE #7

HENDERSONVILLE, TN 37075

$292.99M

Assets Under Management

Not reported

Total Clients

7

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.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Wesley Wood’s Registration & Firm History

TN

04/13/2015 - Present

KEY Capital Management, Inc. (HENDERSONVILLE TN)

TN

12/16/2010 - 05/18/2016

WFG INVESTMENTS, INC. (HENDERSONVILLE TN)

TN

09/25/2007 - 12/17/2010

INVESTORS CAPITAL CORP. (HENDERSONVILLE TN)

MA

04/26/2005 - 09/22/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 04/17/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/25/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Wesley Price Wood. Review regulatory record here.
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