Mitchell Wood is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell provides investment advisory services through Intrua Financial LLC, dedicating nearly full-time hours to this activity. He is also involved with Chalice Network, MundaneAway Inc, Wood Equipment Rental LLC, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLCBroker
Intrua Financial
Previous Registrations
Larson Financial Group, LLC
Larson Wealth Partners
Counsel Wealth Management, INC.
Liberty Advisor Managed Assets, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Main Street Securities, LLCBroker
State Registrations2 states
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