AdvisorOS Directory
Claim Profile
RW

Randy Scott Wood

AEQUITAS INVESTMENT MANAGEMENT, LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
5300 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 6304136Firm CRD# 143780
01

About

Randy Scott Wood is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with AEQUITAS INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AEQUITAS INVESTMENT MANAGEMENT, LLC
AEQUITAS INVESTMENT MANAGEMENT, LLC
AUM
$300M
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at AEQUITAS INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6304136
Firm CRD# 143780
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE OSWEGO?

Browse all registered financial advisors in LAKE OSWEGO, Oregon or claim this profile if it's yours.

Browse LAKE OSWEGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Randy Scott Wood offer?
Randy Scott Wood specializes in Retirement Planning. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Randy Scott Wood's credentials?
Randy Scott Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randy Scott Wood located?
Randy Scott Wood is based in LAKE OSWEGO, Oregon, working with AEQUITAS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Randy Scott Wood charge for services?
Randy Scott Wood's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEQUITAS INVESTMENT MANAGEMENT, LLC?
AEQUITAS INVESTMENT MANAGEMENT, LLC has approximately 51 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKE OSWEGO
Katie Ann Laplante — JOHNSTONE FINANCIAL ADVISORS, INC.Glen Allen Clemans — CGC FINANCIAL SERVICES, LLCKent Allen Grubaugh — STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCCarl James Pinkard — ALDRICH WEALTH, LIMITED PARTNERSHIPAmy Remmert Johnstone — JOHNSTONE FINANCIAL ADVISORS, INC.
Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile