Russell E. Wood

WOOD FAMILY WEALTH ADVISORY

Powder Springs, GA 30127

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CRD#: 5024082

Professional summary

Russell Eugene Wood, CFP®, who also goes by Russell E Wood, is a registered financial advisor currently at WOOD FAMILY WEALTH ADVISORY, LLC located in Powder Springs, Georgia.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Russell has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Russell E Wood

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Eugene Wood's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

July 3, 2023 - Present

WOOD FAMILY WEALTH ADVISORY, LLC

Office #1: 1603 Flowering Dogwood Drive, Powder Springs, GA 30127

RIA

CRD#: 326782

Powder Springs, GA

Past

November 8, 2021 - March 31, 2023

HB WEALTH

RIA

CRD#: 316731

Sandy Springs, GA

Past

January 25, 2021 - November 21, 2021

HOMRICH BERG

RIA

CRD#: 108189

Sandy Springs, GA

Past

September 2, 2005 - January 2, 2021

SG FINANCIAL ADVISORS, LLC

RIA

CRD#: 133824

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/3/2023)

IAR

Texas
(7/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WOOD FAMILY WEALTH ADVISORY, LLC

CRD#: 326782 / SEC#:

Georgia

Registered Investment Advisory firm - (7/3/2023 Approved)

Texas

Registered Investment Advisory firm - (7/8/2024 Conditional Restricted)

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Contact information

Main Address

1603 Flowering Dogwood Drive, Powder Springs, GA 30127

Mailing Address

Phone number

(678) 538-8157

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 17,244,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Russell E. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Eugene Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOOD FAMILY WEALTH ADVISORY, LLC

HB WEALTH

HOMRICH BERG

SG FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

WOOD FAMILY WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOOD FAMILY WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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