MW
CFP
MW
CFP

Michael Wood

38 Years of Experience
Bluefield, VA
Broker

Michael Wood is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Bluefield, VA, with 38 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2201 College Ave, Bluefield, VA, 24605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO.
January 2023 - Present · 3 yrs 6 mos
D.A. Davidson & CO.Broker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - January 2023 · 1 yr 11 mos
Truist Investment Services, INC.Broker
February 2021 - January 2023 · 1 yr 11 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLCBroker
May 1999 - January 2013 · 13 yrs 8 mos
Scott & Stringfellow, LLC
April 1992 - January 2013 · 20 yrs 9 mos
Scott & Stringfellow, INC.Broker
June 1987 - May 1999 · 11 yrs 11 mos
State Registrations26 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Wood - Financial Advisor | TrueAdvisor