Tammy Wood
Tammy Wood is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fargo, ND, with 27 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
4266 32nd Avenue S, Suite H, Fargo, ND, 58104
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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 Activities
Tammy operates her LPL business under the name Bell Investments and also works with Bell Bank. Both activities are investment-related and occur at the reported business locations.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Edward JonesBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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