Courtney Wood (CRD# 6453768) is an Investment Advisor Representative working at Mag Cap in Ridgeland, MS and has over 8 years of experience in the finance industry. Courtney 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# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwwmmagcap, LLC | Ridgeland, MS | Mar 2024 - Current | < 1 |
| Magnolia Capital Advisors, LLC | Ridgeland, MS | Feb 2024 - Current | < 1 |
| Bank Of America, N.a. | Ridgeland, MS | Nov 2016 - Feb 2024 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgeland, MS | Aug 2016 - Feb 2024 | 7 |
| Northwestern Mutual Investment Services LLC | Jackson, MS | Jun 2015 - Jul 2016 | 1 |
| Todd Tauzin | Jackson, MS | Feb 2015 - Jul 2016 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2015 - Mar 2016 | < 1 |
| Unemployed | Ridgeland, MS | Jan 2015 - Feb 2015 | < 1 |
| Mcgee Tax Law | Jackson, MS | Dec 2014 - Jan 2015 | < 1 |
| Ms Secretary Of State Office | Jackson, MS | May 2014 - Dec 2014 | < 1 |
| Georges Restaurant And Catering | Waco, TX | Dec 2011 - May 2014 | 2 |
| Baylor University | Waco, TX | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- MS
- TX
-
Total Assets Under Management1,148MILLIONS
-
Total Number of Accounts3,008ACCOUNTS
-
Average Account Value$381,782
- 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)
AL, CO, FL, GA, LA, MI, MS, NC, TN, TX
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