Robert Marcel Wood

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 10/2017
  Next Financial Group Inc
  Lutz, FL
• 10/2017 → Present
  Parkland Securities, Llc
  Ann Arbor, MI
• 10/2017 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2009-05-11 → 2017-10-26
  Next Financial Group, Inc.
  Houston, TX
  Lutz, FL
• 1995-09-15 → 2009-04-29
  Mutual Service Corporation
  Lutz, FL

Other Businesses

1. Registered Tax Return Preparer / Sole proprietor / Owner, 22637 Laureldale Dr, Lutz, FL. Nature: tax form preparation & filing of forms. Start date: 2007, Approx. 25 hrs/mo during tax season. Not investment related. 2. Sale of fixed term and permanent life insurance. Start date: 1/4/19, approx. 1 hr/mo. 3. Wood Capital Research LLC, Lutz, FL. Sole member S-Corp used to track business expenses. Start date: 1/12/2006. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-16
• S63 Uniform Securities Agent State Law Examination
  1992-06-01

Designations

• Chartered Financial Consultant

Other Names

• Robert Marcell Wood
• Robert M Wood