AW
AW

Andrew Paul Wood

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew works as an insurance agent for Dan White & Associates, selling fixed annuities since 2016. This activity takes about half of Andrew's time.

Employment History
Current Registrations
Corecap Advisors
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Corecap Investments, LLCBroker
August 2016 - October 2020 · 4 yrs 2 mos
Pacer Financial, INC.Broker
December 2015 - May 2016 · 5 mos
Directed Services LLC
September 2009 - November 2010 · 1 yr 2 mos
Directed Services LLCBroker
October 2006 - November 2010 · 4 yrs 1 mo
State Registrations4 states
DEFLMDPA
Advisor
Exams
No exam information available for this advisor.