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Overview

Services

Advisor Services

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Funds

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Woodbury Financial Services Inc 2 years, 3 months Nov 2017 - Present
Lam Financial Services 3 years, 5 months Sep 2016 - Present
Mid Atlantic Capital Corporation 1 year, 2 months Sep 2016 - Nov 2017
Mid Atlantic Financial Management, Inc. 1 year, 2 months Sep 2016 - Nov 2017
Mass Mutual 2 years, 2 months Jul 2014 - Sep 2016
Mml Investors Services 2 years, 2 months Jul 2014 - Sep 2016
Univest Investments 10 years, 8 months Nov 2003 - Jul 2014

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Elizabeth Herman

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 1, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 1, 2019
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 Feb. 7, 2020
    • $7.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46K
      Accounts
    • $166.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions