Douglas Wood
Douglas Wood is a registered investment advisor at Wells Fargo Advisors, based in Petosky, MI, with 30 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
Petosky, MI
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, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations49 states
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