Erin Wood is a CFP-designated registered investment advisor at Assetmark, INC., based in Charlotte, NC, with 22 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B 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
2825 South Blvd., Suite 500, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin is the SVP, Advanced Planning of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This full-time position involves investment-related activities.
Employment History
Current Registrations
Assetmark, INC.
Previous Registrations
Cwm, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
First National Capital Markets, INC.
First National Capital MarketsBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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