Rachel Elaine Wood
Investment adviser representative at Legacy Financial Group
10 yearsExperience
3 statesRegistered in
$1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Brokers International Financial ServicesAug 2018 to now
- Legacy Financial Group, LLCJul 2016 to now
- Broker Dealer Financial Services CorpJul 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (IA, NE, TX).
Legacy Financial Group
Legal name: Legacy Financial Group, LLC
$1BAssets managed
1,452Clients
8Advisers
12 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
- 4666482
- Firm CRD
- 154927