Douglas G. Wood
Professional summary
Douglas Gordon Wood is a registered financial advisor currently at SANDALWOOD INVESTMENT GROUP located in South Burlington, Vermont.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Douglas has worked at 3 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Gordon Wood's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 7, 2016 - Present
SANDALWOOD INVESTMENT GROUP
May 8, 1998 - December 31, 2014
SANDALWOOD INVESTMENT GROUP
October 31, 1984 - March 5, 1986
BERKSHIRE EQUITY SALES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/7/2016)
Exams
Current Firm
SANDALWOOD INVESTMENT GROUP
CRD#: 285604 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 2,650,000 |
Red Flags
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