AdvisorOS Directory
Claim Profile
Unclaimed Profile
CW

Charles Matthew Wood

AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, Texas
Clean recordAMICUS FINANCIAL ADVISORS, LLC
7021 KEWANEE AVE, LUBBOCK, TX 79410CRD# 7245691Firm CRD# 131315

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Matthew Wood · LUBBOCK, TX
Registration
CRD #7245691 · AMICUS FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Matthew Wood is a registered financial advisor based in LUBBOCK, Texas, affiliated with AMICUS FINANCIAL ADVISORS, LLC. 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

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AMICUS FINANCIAL ADVISORS, LLC
AMICUS FINANCIAL ADVISORS, LLC
AUM
$439M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at AMICUS FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7245691
Firm CRD# 131315
View on FINRA BrokerCheck →

Looking for a financial advisor in LUBBOCK?

Browse all registered financial advisors in LUBBOCK, Texas or claim this profile if it's yours.

Browse LUBBOCK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Matthew Wood offer?
Charles Matthew Wood specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Charles Matthew Wood's credentials?
Charles Matthew Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Matthew Wood located?
Charles Matthew Wood is based in LUBBOCK, Texas, working with AMICUS FINANCIAL ADVISORS, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Charles Matthew Wood charge for services?
Charles Matthew Wood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMICUS FINANCIAL ADVISORS, LLC?
AMICUS FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $439M 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 at AMICUS FINANCIAL ADVISORS, LLC

Patrick Joseph Tombs
LUBBOCK, TX
Brit Chelsee Inman-Swanson
LUBBOCK, TX
Bryan Nicolas Sauceda
LUBBOCK, TX
David Betasso Tombs
LUBBOCK, TX
Cameron Douglas Bowen
LUBBOCK, TX
Evan John Smith
LUBBOCK, TX

More Advisors in LUBBOCK, Texas

John Howard Russell
STRATEGY, INC.·LUBBOCK, TX
Brad Alexander Pruitt
HIGH PLAINS INVESTMENT ADVISORS, INC.·LUBBOCK, TX
Jeffrey Michael Mercer
ISLAY CAPITAL MANAGEMENT, LLC·LUBBOCK, TX
Jesus Armando Longoria
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX
Shelby Lynne Russell
STRATEGY, INC.·LUBBOCK, TX
Sherryle Lynne Cantu
STRATEGY, INC.·LUBBOCK, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile