Maria Wood (CRD# 5229530) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Glen Haven, CO and has over 7 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Sanctuary Securities, Inc. | Indianapolis, IN | Dec 2022 - Current | 1 |
Titan Global Capital Management | New York City, NY | Mar 2022 - Dec 2022 | < 1 |
Robinhood Financial, LLC | Denver, CO | Apr 2020 - Mar 2022 | 1 |
Tiaa | Denver, CO | Sep 2018 - Apr 2020 | 1 |
Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Sep 2018 - Apr 2020 | 1 |
Alps Fund Services, Inc. | Denver, CO | Aug 2017 - Aug 2018 | 1 |
Alps Portfolio Solutions Distributors, Inc. | Denver, CO | Aug 2017 - Aug 2018 | 1 |
Transamerica Capital Inc. | Denver, CO | Nov 2016 - Aug 2017 | < 1 |
Unemployed | Denver, CO | Oct 2016 - Oct 2016 | < 1 |
Amazon | Hebron, KY | Jul 2016 - Sep 2016 | < 1 |
Unemployed | Highland Heights, KY | Jun 2016 - Aug 2016 | < 1 |
Northern Kentucky University | Highland Heights, KY | Jan 2009 - May 2016 | 7 |
Bj's Brewhouse | Florence, KY | Dec 2015 - Apr 2016 | < 1 |
Home Depot | Crescent Springs, KY | Mar 2015 - Dec 2015 | < 1 |
Embassy Suites Rivercenter | Covington, KY | Dec 2014 - Apr 2015 | < 1 |
Madison Event Center | Covington, KY | Mar 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2016 |
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CO
- TX
-
Total Assets Under Management22,024MILLIONS
-
Total Number of Accounts49,099ACCOUNTS
-
Average Account Value$448,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.