David Wood
David Wood is a registered investment advisor at World Investment Advisors, LLC, based in Westborough, MA, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
1400 Computer Drive, Suite 201, Westborough, MA, 01581
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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 ActivitiesSells Insurance
David is involved in several business activities, including a business referral group (BNI), his role as a financial advisor and client relationship manager at Boston Harbor Wealth Advisors, and a now-discontinued marketing role for SubContacts, Inc. He also offers life, variable, disability, and long-term care insurance to clients.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
World Investments, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Mfs Fund Distributors, INC.Broker
State Registrations52 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.