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Blaine Jackson Wood

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
419 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$569.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

8401 Westview Drive, Houston, TX, 77055

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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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Employment History
Current Registrations
Freedom Day Solutions, LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Centaurus Financial, INC.Broker
January 2021 - March 2021 · 2 mos
Centaurus Financial, INC.
December 2020 - March 2021 · 3 mos
Liftoff Financial Planning
December 2018 - January 2021 · 2 yrs 1 mo
Centaurus Financial, INC.Broker
September 2015 - December 2018 · 3 yrs 3 mos
Centaurus Financial, INC.
September 2015 - December 2018 · 3 yrs 3 mos
Strategic Advisers, INC.
September 2014 - September 2015 · 1 yr
Fidelity Brokerage Services LLCBroker
June 2014 - September 2015 · 1 yr 3 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Blaine Jackson Wood - Financial Advisor | TrueAdvisor