David
Wood
Arbor Point Advisors
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About this Advisor
David Wood is a financial advisor based in Frankfort, Kentucky, working with Arbor Point Advisors. David has previously held positions at Wood Financial Services, Inc, Lincoln Financial, Lincoln Financial Securities Corporation, Securities America, Inc, Arbor Point Advisors, Osaic Wealth, Inc, and Fsc Securities Corp. David has passed the Series 63 regulatory exam and is registered to provide services in Kentucky. Currently, David is part of Arbor Point Advisors, which operates out of Frankfort, Kentucky. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Arbor Point Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,929,575,682
2,643
28,010
$247,396
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
David Wood Work History
Osaic Wealth, Inc
Securities America, Inc
Arbor Point Advisors
Fsc Securities Corp
Lincoln Financial Securities Corporation
Lincoln Financial
Wood Financial Services, Inc
Disclosures
Please visit the SEC profile of David Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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