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David Logan Wood

Advisor at Raymond James Financial — Big Cabin, OK

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

35 years

Location

Big Cabin, OK

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

David Wood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63, Series 65, and Series 66 credentials and bringing 35 years of industry experience. He has been associated with Raymond James and Addison Avenue Investment Services since 2012 and also has experience with First Tech Federal Credit Union. Outside of his advisory work, Wood owns an agricultural business and manages a rental real estate property in Big Cabin, Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Big Cabin, OK

Big Cabin OK

Advisors at this office

1

Most active in

Colorado · Oklahoma · Texas

Work history

35 years of industry experience

First Tech Federal Credit Union

2014 - Present • 12 years

Colorado Springs, CO

Addison Avenue Investment Services

2012 - Present • 14 years

Colorado Springs, CO

Raymond James Financial Services Advisors INC.

2012 - Present • 14 years

Colorado Springs, CO

Raymond James financial Services

2012 - Present • 14 years

Colorado Springs, CO

Addison Avenue Financial Partners, Llc

2010 - 2012 • 2 years

Essex National Securities, LLC

2010 - 2012 • 2 years

Colorado Springs, CO

CUSO Financial Services, L.P.

2009 - 2010 • 1 year

Colorado Springs, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jason B

Series 63, Series 65

Vinita, OK

Cornerstone Wealth Management, LLC

Jason Benson is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Investment Centers Of America, Inc., and Oklahoma State Bank. Outside of his advisory role, he is a volunteer firefighter serving as a captain for the Monkey Island Fire Protection District and is a farm owner involved in hay selling. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets for over 12,000 clients. The firm employs a combination of fundamental, quantitative, and qualitative analyses across a range of investment products, providing tailored account supervision and retirement consulting through multiple advisory programs and platforms.

Charitable giving & philanthropy Founder/Business Owner Retired
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Whitney G

Series 66

Adair, OK

Cambridge Investment Research Advisors

Whitney Gum is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at United Planners' Financial Services of America and KPMG LLP. Outside of advisory work, she is involved with ENJ Financial LLC, a tax firm, and Hummel Water Well Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various investment platforms and both proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kindsey E

Series 65, Series 63

Adair, OK

Cambridge Investment Research Advisors

Kindsey Ely is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 13 years of industry experience. Prior to joining Cambridge in 2022, Ely worked with United Planners' Financial Services of America and Avantax firms. Outside of financial advising, Ely owns and operates a radio station, Blue Sky Media, and manages a local revival event series called Everyone Needs Jesus. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Mike V

Series 66

Langley, OK

Edward Jones

Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business succession planning Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner Engineering Professional

Steven T

Series 66

Vinita, OK

Edward Jones

Steven Tamplen is a Series 66-registered advisor with Edward Jones in Vinita, Oklahoma, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Great Plains Coca Cola from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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