Back to top

Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Woodbury Financial Services, Inc. 8 years, 1 month Aug 2008 - Present
Gunnallen Financial 1 year, 7 months Jan 2007 - Aug 2008
Sws Financial Services 1 year, 10 months Feb 2005 - Dec 2006
Are You
Albert Lee Wynn Jr?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Albert Wynn

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 7, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 7, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Woodbury Financial Services, Inc.

Last updated on June 7, 2016
    • $2.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 15K
      Accounts
    • $180.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
Other Advisors in Your Area
  • Kim Miller, CFP®
    Sweetwater Investments Inc
    Redmond, WA
    View Profile
  • Gary A. Brooks
    Brooks, Hughes & Jones
    Gig Harbor, WA
    View Profile
  • Joe Day, CFA
    Bear Mountain Capital Inc.
    Seattle, WA
    View Profile
  • Elliott Appel
    Directional Financial Services
    Seattle, WA
    View Profile
  • Brian Evans, CPA, PFS
    Madrona Financial Services, LLC
    Everett, WA
    View Profile
  • Luke Collova
    Bear Mountain Capital Inc.
    Seattle, WA
    View Profile