Robert Wood is a ChFC-designated registered investment advisor, based in Lutz, FL, with 33 years of industry experience.
Location
Lutz, FL
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a registered tax return preparer since 2007, dedicating about 10-20% of his time during tax season. He also sells fixed term and permanent life insurance, dedicating minimal time, and is the sole member of Wood Capital Research LLC, used to track business expenses.
Employment History
Current Registrations
Parkland Securities, LLCBroker
Spc
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Mutual Service CorporationBroker
Mutual Service Corporation
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations9 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.