Isaac Aaron Wood
Investment adviser representative at Esi Financial Advisors
13 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you Isaac Aaron 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Equity Services, Inc.Jan 2026 to now
- National Life GroupJan 2026 to now
- Fiduciary WiseJul 2024 to Jan 2026
- UnemployedMay 2024 to Jul 2024
- Nationwide Investment Services CorporationAug 2013 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 5899536
- Firm CRD
- 265