Dale A. Wood

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 09/1990 → Present
  Osaic Wealth, Inc.
  Lake Forest, CA

Other Businesses

DALE WOOD POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/1990 ADDRESS: 22954 el toro road, lake forest CA 92675, United States DESCRIPTION: offer fixed & variable annuity insurance, fixed life

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-19

Designations

• Certified Financial Planner

Other Names

• Dale Alison Reeve
• Dale Alison Wood