Brian Dean Wood
Investment adviser representative at Legacy Capital Wealth Partners, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Legacy Capital Wealth Partners, LLCFeb 2023 to now
- Purshe Kaplan Sterling InvestmentsFeb 2023 to now
- Arvest Wealth ManagementSep 2007 to Feb 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AR).
Legacy Capital Wealth Partners, LLC
$1.5BAssets managed
680Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2744856
- Firm CRD
- 291960