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Timothy Edward Wood

FOSTER & WOOD, INC.·LAKE OSWEGO, Oregon
Clean recordFOSTER & 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Edward Wood is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with FOSTER & WOOD, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FOSTER & WOOD, INC.
FOSTER & WOOD, INC.
AUM
$164M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FOSTER & WOOD, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4428218
Firm CRD# 165362
View on FINRA BrokerCheck →

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05

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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David Tarr Foster
LAKE OSWEGO, OR

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Nearby cities in Oregon
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Research
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