Robert Wood has been an investment adviser representative at Southland Equity Partners since December 2016, and is not listed among the firm’s executive officers or direct owners.
Southland Equity Partners, LLC. is a firm with $891M under management, 1,766 clients and 21 advisers across 18 offices, as of its July 2026 filing.
Robert Wood’s longest registration is the current one, 12 years at Southland Equity Partners since 2014. Before joining Southland Equity Partners in 2016, Robert Wood was registered through FSC Securities Corporation and Raymond James Financial Services Advisors, Inc.
- – present · 12 yearsAsheville, NC · Adviser representative · Firm CRD 154481
- FSC Securities Corporation– · 7 yearsAsheville, NC · Adviser representative · Firm CRD 7461
- Raymond James Financial Services Advisors, Inc– · under a yearSaint Petersburg, FL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 7 yearsAsheville, NC · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Robert Wood is registered as an investment adviser representative in North Carolina, since December 2016.
- North CarolinaSince 21 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 November 1985 |
| Series 7 | General Securities Representative Examination | 17 August 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Burks Wood
- CRD
- 1404735
- Firm
- Southland Equity Partners · CRD 154481
- Office
- 9 Golf Street, Asheville, NC 28801
- Registration
- Investment adviser registration
- In the industry since
- June 1986
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Wood work?
Robert Wood is an investment adviser representative registered through Southland Equity Partners, LLC. since December 2016, and is not listed among the firm’s executive officers or direct owners.
Is Robert Wood a financial advisor?
Yes. Robert Wood has a current investment-adviser registration in North Carolina, through Southland Equity Partners since December 2016.
How many years of experience does Robert Wood have?
Robert Wood has 40 years in the financial industry, since June 1986, across 4 adviser firms.
What exams has Robert Wood passed?
Robert Wood has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1985. FINRA credited Robert Wood with the SIE, which began in October 2018.
Where did Robert Wood work before Southland Equity Partners?
Before Southland Equity Partners, Robert Wood was registered through Raymond James Financial Services Advisors, Inc, January 2009 to October 2009; Raymond James Financial Services, March 2001 to January 2009.
Where is Robert Wood based?
Robert Wood’s registered office is in Asheville, NC.
Is Robert Wood registered with FINRA?
No. Robert Wood has no current broker registration.
How can I verify Robert Wood’s record?
Search CRD 1404735 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Wood’s full registration record.