Adam Wood
Adam Wood is a registered investment advisor at Cetera Investment Advisers LLC, based in Gulfport, MS, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2510 14th Street-One Hancock Plaza, Gulfport, MS, 39501
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business Activities
Adam is a board member of Family Fortress Ministries, spending minimal time on general consultation and meeting attendance. He also serves as treasurer for Transition Blvd, Inc. and Para Ministries, helping with budgets and board meetings, requiring dual signatures on accounts.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.