Edward Wood is a CFP-designated registered investment advisor, based in Huntersville, NC, with 28 years of industry experience.
Location
16810 Kenton Drive, Suite 200, Huntersville, NC, 28078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is involved with Cornerstone Risk Management Advisors, LLC as an insurance pay through company/agent and Cornerstone Wealth Group, LLC as a RIA/Partner & Investment Advisor since 2018. Both activities are investment-related and take nearly full-time hours.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Cornerstone Wealth
Previous Registrations
Cornerstone Wealth
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
Jefferson Pilot Securities CorporationBroker
Princor Financial Services CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.