Andrew W. Hood
Professional summary
Andrew William Hood is a registered financial advisor currently at INVESTRUST CONSULTING, LLC located in Oklahoma City, Oklahoma.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Andrew has worked at 4 firms and has passed the Series 65, Series 63, Series 52, Series 6, Series 26 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew William Hood's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2015 - Present
INVESTRUST CONSULTING, LLC
Office #1: 5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118July 12, 2013 - February 9, 2015
BOK FINANCIAL SECURITIES, INC.
June 1, 2001 - August 18, 2005
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
November 2, 1990 - October 23, 1991
TRUIST INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
INVESTRUST CONSULTING, LLC
CRD#: 108037 / SEC#: 801-55942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/2/2015)
(3/2/2015)
Exams
Current Firm
INVESTRUST CONSULTING, LLC
CRD#: 108037 / SEC#: 801-55942
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 544,147,253 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/15/2025 | ||
| 10/04/2024 | ||
| 10/04/2024 | ||
| 10/31/2023 | ||
| 11/15/2022 |
Red Flags
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