Rhett L. Wood
Professional summary
Rhett Logan Wood, who also goes by Rhett L Wood, is a registered financial advisor currently at INVESTMENT STRATEGIES, LLC located in Oklahoma City, Oklahoma.
Rhett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Rhett has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rhett Logan Wood's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2014 - Present
INVESTMENT STRATEGIES, LLC
Office #1: 932 Sw 107th St Suite 200, Oklahoma City, OK 73170Office #2: 932 Sw 107th St Suite 200, Oklahoma City, OK 73170March 25, 2013 - January 10, 2014
GRADIENT SECURITIES, LLC
February 1, 2012 - February 28, 2013
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2014)
(10/27/2021)
Exams
Current Firm
INVESTMENT STRATEGIES, LLC
CRD#: 140739 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 184 |
| AUM (Assets Under Management) | $ 5,880,859 |
Red Flags
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