Unclaimed Profile

Gorham Barney Wood

PETTYJOHN, WOOD & WHITE, INC.·LYNCHBURG, Virginia

Series 7, Series 63, Series 65Clean record32 years registeredPETTYJOHN, WOOD & WHITE, INC.

1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 2400379Firm CRD# 106403

Profile Verification

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

Identity

Gorham Barney Wood · LYNCHBURG, VA

Registration

CRD #2400379 · PETTYJOHN, WOOD & WHITE, INC. · 32 years registered

Brand Profile

Not yet started

Career History

PETTYJOHN, WOOD & WHITE, INC.

Jan 2013 – present

WOOD & WHITE INVESTMENT ADVISORS, L.L.C.

Jul 2002 – Feb 2014

LYNCHBURG, VA

SCOTT & STRINGFELLOW, INC.

Feb 1994 – Jul 2002

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 24, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETTYJOHN, WOOD & WHITE, INC.

CRD 106403 · SEC 801-13803

AUM

$734M

Regulatory assets under management

Employees

970 client accounts

Services offered by PETTYJOHN, WOOD & WHITE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETTYJOHN, WOOD & WHITE, INC. →

Introduction

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Frequently Asked Questions

What services does Gorham Barney Wood offer?

Gorham Barney Wood specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.

What are Gorham Barney Wood's credentials?

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

Where is Gorham Barney Wood located?

Gorham Barney Wood is based in LYNCHBURG, Virginia, working with PETTYJOHN, WOOD & WHITE, INC.. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.

How does Gorham Barney Wood charge for services?

Gorham Barney Wood's firm is compensated through percentage of aum, other: hourly and fixed fees for financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETTYJOHN, WOOD & WHITE, INC.?

PETTYJOHN, WOOD & WHITE, INC. has approximately 6 employees and manages $734M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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