MW
MW

Michael Wood

9 Years of Experience
Bluefield, VA
Broker

Michael Wood is a registered investment advisor at D.A. Davidson & CO., based in Bluefield, VA, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2201 College Ave, Bluefield, VA, 24605

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is a board member of Tazewell High School Hall of Fame, LLC, a non-profit organization, since June 2025. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
D.A. Davidson & CO.
January 2023 - Present · 3 yrs 6 mos
D.A. Davidson & CO.Broker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - January 2023 · 1 yr 11 mos
Truist Investment Services, INC.Broker
February 2021 - January 2023 · 1 yr 11 mos
Bb&t Securities, LLC
March 2017 - February 2021 · 3 yrs 11 mos
Bb&t Securities, LLCBroker
December 2016 - February 2021 · 4 yrs 2 mos
State Registrations24 states
AKAZCACTFLGAKSKYMAMDMEMIMNMONCNMNYOHSCTNTXVAVTWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Wood - Financial Advisor | TrueAdvisor