Unclaimed Profile

Randy Scott Wood

AEQUITAS INVESTMENT MANAGEMENT, LLC·LAKE OSWEGO, Oregon

Clean recordAEQUITAS INVESTMENT MANAGEMENT, LLC

5300 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 6304136Firm CRD# 143780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randy Scott Wood · LAKE OSWEGO, OR

Registration

CRD #6304136 · AEQUITAS INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AEQUITAS INVESTMENT MANAGEMENT, LLC

AUM

$300M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AEQUITAS INVESTMENT MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6304136

Firm CRD# 143780

View on FINRA BrokerCheck →

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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.

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