Brian Wood is a registered investment advisor at Wells Fargo Investment Institute, INC., based in Charlotte, NC, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,594 clients with $41B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
550 S TRYON ST 40th floor, Charlotte, NC, 28202-4200
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wells Fargo Investment Institute, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
First Clearing, LLCBroker
Securian Financial Services, INC.Broker
State Registrations1 state
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