Unclaimed Profile

Timothy Edward Wood

FOSTER & WOOD, INC.·LAKE OSWEGO, Oregon

Series 7, Series 66Clean record23 years registeredFOSTER & WOOD, INC.

5 CENTERPOINTE DRIVE, LAKE OSWEGO, OR 97035CRD# 4428218Firm CRD# 165362

Profile Verification

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

Identity

Timothy Edward Wood · LAKE OSWEGO, OR

Registration

CRD #4428218 · FOSTER & WOOD, INC. · 23 years registered

Brand Profile

Not yet started

Career History

FOSTER & WOOD, INC.

May 2015 – present

PACIFIC WEST FINANCIAL CONSULTANT INC

Oct 2006 – Nov 2008

PORTLAND, OR

LINSCO/PRIVATE LEDGER CORP.

Jun 2004 – Oct 2006

PORTLAND, OR

WS GRIFFITH SECURITIES, INC.

May 2003 – Jun 2004

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOSTER & WOOD, INC.

CRD 165362 · SEC 801-120625

AUM

$164M

Regulatory assets under management

Employees

211 client accounts

Services offered by FOSTER & WOOD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOSTER & WOOD, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Edward Wood offer?

Timothy Edward Wood specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Timothy Edward Wood's credentials?

Timothy Edward Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Edward Wood located?

Timothy Edward Wood is based in LAKE OSWEGO, Oregon, working with FOSTER & WOOD, INC.. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Timothy Edward Wood charge for services?

Timothy Edward Wood's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOSTER & WOOD, INC.?

FOSTER & WOOD, INC. has approximately 3 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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