Michael Kevin Wood
Investment adviser representative at Truist Advisory Services, Inc.
20 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Truist Advisory Services, Inc.Jul 2022 to now
- Truist Investment Services, Inc.Jul 2021 to now
- Origin BankMar 2017 to Jul 2021
- Bbva Compass Insurance Agency, Inc.Jun 2016 to Mar 2017
- Bbva Securities Inc.Jun 2016 to Mar 2017
- Compass BankSep 2006 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 6673830
- Firm CRD
- 283390