Charles Wood (CRD# 4081749) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Atlanta, GA and has over 24 years of experience in the finance industry. Charles Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Cardea Capital Advisors, LLC | Atlanta, GA | May 2021 - Current | 3 |
Wood Investment Group, LLC | Atlanta, GA | Jun 2014 - Current | 10 |
Cardea Capital Group, Inc. | Atlanta, GA | Jan 2021 - May 2021 | < 1 |
Cardea Capital Advisors, LLC | Atlanta, GA | Dec 2019 - May 2021 | 1 |
Lindner Capital Advisors, LLC | Atlanta, GA | Oct 2018 - Dec 2020 | 2 |
Lindner Capital Advisors, LLC | Atlanta, GA | May 2015 - May 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2000 |
- GA
-
Total Assets Under Management133MILLIONS
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Total Number of Accounts219ACCOUNTS
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Average Account Value$608,786
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, FL, GA, LA, MA, NC, NJ, NY, TX
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