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Nelson Wood (AR License #7984438, CA License #0G82675), Matt Lemmond (AR License #8356062) Jennifer Williamson (CA License #4359877 ) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, AR, CA, CO, FL, GA, ID, IL, LA, MA, MO, NC, SC, TN, TX, VA, WA. No insurance business may be conducted outside of these states referenced.
Nelson Wood and Matt Lemmond are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of TX, AR, CA, LA. No offers may be made or accepted from any resident outside the specific states referenced.
Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies and NYLIFE Securities are New York Life Companies
Nelson Wood is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.
Wood Legacy Group, LLC, is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Wood Legacy Group, LLC, nor The Nautilus Group®, or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
For additional information, visit Customer Relationship Summary.pdf