Tom
Wood

Nwf Advisory Services Inc

CRD#2931022
Investment Advisor
in Redding, CA

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About this Advisor

Tom Wood is a financial advisor based in Redding, California, working with Nwf Advisory Services Inc. Tom has previously held positions at Tom Woods Tax Service Self Employed, Tom Wood's Tax Service, and Osaic Wealth, Inc. Tom has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Tom is part of Nwf Advisory Services Inc, which operates out of Redding, California. The firm has 38 offices and 3 employees. The firm manages assets totaling $3.7 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Nwf Advisory Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1828 South St.
Redding, CA 96001

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Nwf Advisory Services Inc Brokerage Details

Total Assets Under Management

$3,713,336,868

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

6,555

CA Average: 3,727
Average Account Size

$566,489

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Tom Wood Work History

2000 - Present (24 years)

Osaic Wealth, Inc

1995 - Present (29 years)

Tom Wood'S Tax Service

1992 - Present (32 years)

Tom Woods Tax Service Self Employed

Disclosures

Please visit the SEC profile of Tom Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nwf Advisory Services Inc

Willow Drazen
Los Angeles, CA
Victor Mastrella
Westlake Village, CA
Daniela Aljawad
Los Angeles, CA
James Johnson
Irvine, CA
Jodi Johnston
Los Angeles, CA
Woong Kim
Los Angeles, CA
Sarah Stachnik
Grand Junction, CO
Luka Pavlina
Kingsburg, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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