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James Otha Wood Iii

INTERSERV, LLC·MOBILE, Alabama
Unclaimed Profile
307 UNIVERSITY BLVD. NORTH, MOBILE, AL 36688CRD# 1631895Firm CRD# 140944
01

About

James Otha Wood Iii is a registered financial advisor based in MOBILE, Alabama, affiliated with INTERSERV, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
NEWPORT GROUP CONSULTING, LLC
NEWPORT GROUP CONSULTING, LLC
AUM
$2.6B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at NEWPORT GROUP CONSULTING, LLC →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 1631895
Firm CRD# 140944
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Otha Wood Iii offer?
James Otha Wood Iii specializes in Retirement Planning, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.
What are James Otha Wood Iii's credentials?
James Otha Wood Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Otha Wood Iii located?
James Otha Wood Iii is based in MOBILE, Alabama, working with INTERSERV, LLC. Their office serves clients in the MOBILE metropolitan area and surrounding communities.
How does James Otha Wood Iii charge for services?
James Otha Wood Iii's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTERSERV, LLC?
INTERSERV, LLC has approximately 30 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MOBILE
Steven Francis Schreiber — INTERSERV, LLCJohn Jeffries — WILKINS MILLER WEALTH MANAGEMENT, LLCJanet Riddle Hayes — LEAVELL INVESTMENT MANAGEMENT, INC.Paul Eugene Sr. Brown — HARBOR FINANCIAL SERVICES, LLCJames Edward Sandifer — SANDIFER WEALTH MANAGEMENT, INC.
Nearby cities in Alabama
BIRMINGHAM (369)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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