David Wood
David Wood is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5725 Mark Dabling Blvd, Suite 140, Colorado Springs, CO, 80919
Get directionsHistory
Regulatory History (1)
Criminal
June 1986Other Business Activities
David owns rental real estate and a farm, dedicating minimal time to each. He also works as an associate/employee for both Addison Avenue Investment Services and First Tech Federal Credit Union, spending about half his time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.
Essex National Securities, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Sws Financial ServicesBroker
Local Securities CorporationBroker
Investment Professionals, INC.Broker
NationssecuritiesBroker
Boatmen's Investment Services, INC.Broker
Invest Financial CorporationBroker
Washington Square Securities, INC.Broker
Pruco Securities CorporationBroker
Washington Square Securities, INC.Broker
Patterson Icenogle, INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations38 states
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.