Paul Wood
Paul Wood is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 31 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
720 Rugby Street, Suite 200, Orlando, FL, 32804
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Paul owns several support companies including Agility Wealth Management and BCW Financial Consultants, LLC, dedicating minimal time to each. He also owns BCW Property Management, LLC, a commercial building used for his wealth management practice, and has a non-variable insurance policy sold over 15 years ago.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
401kapow
Raymond James Financial Services
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Investacorp, INC.Broker
First Investors CorporationBroker
State Registrations52 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.