Douglas Wood
Douglas Wood is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8501 North Scottsdale Rd, Ste 150, Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business Activities
Douglas is a co-trustee for multiple trusts, including those for his spouse, brother-in-law, and Legacy Strategic Partners associates. He also owns 100% of Douglas Wood and has a 16.26% ownership in Legacy Strategic Partners LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations44 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.