CW
CFP
CW
CFP

Charles Bryan Wood

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
242 clients
Average Client Portfolio
$437K average
Assets Under Management
$105.8M

Fee Structure

Minimum Investment:$100K
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Location

2520 Northwinds Parkway, Suite 309, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Charles serves as an Investment Advisor Representative of Cardea Capital Advisors, LLC through his company, Wood Investment Group, LLC. He manages investment portfolios and provides advisory services.

Employment History
Current Registrations
Cardea Capital Advisors, LLC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Private Wealth Advisory Group, INC.
February 2015 - December 2016 · 1 yr 10 mos
Lindner Capital Advisors, INC.
May 2003 - December 2020 · 17 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.