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Robert W
CFP®, Series 63
Asheville, NC
Southland Equity Partners, LLC.
Robert Wood is a CFP® with 39 years of industry experience, currently serving at Southland Equity Partners, LLC since 2016. He also maintains a role with FSC Securities Corporation since 2009. Wood is involved in an investment advisory and portfolio management business outside of his primary firm. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, discretionary and non-discretionary asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios and manages the majority of accounts on a discretionary basis.
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