Nolan C Wood
Investment adviser representative at Canterbury Consulting Incorporated
21 yearsExperience
4 statesRegistered in
CFADesignation
$45.9BFirm assets
Are you Nolan C Wood? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Canterbury Consulting IncorporatedJan 2005 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, UT, WA).
Canterbury Consulting Incorporated
$45.9BAssets managed
172Clients
24Advisers
37 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
- 3041549
- Firm CRD
- 22875