Amir
Arbabi

Woodbury Financial Services, Inc

CRD#4914192
Investment Advisor
in San Juan Capistrano, CA

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About this Advisor

Amir Arbabi is a financial advisor operating out of San Juan Capistrano, California, who has been in the industry for 10 years. Arbabi currently works for Woodbury Financial Services, Inc. Over the course of their career, they have held roles at Lpl Financial, LLC, Independent Financial Partners, Woodbury Financial Services Inc and Resources Investment Advisors. Arbabi maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in California. Woodbury Financial Services, Inc is a financial advisory business that has its headquarters in San Juan Capistrano, California. It has offices in 837 locations and a total of 3,216 employees. It oversees $21 billion in total assets among its 91,382 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 172 charitable organizations. Of its 91,382 client accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice are based on the type of financial services. Fee types charged by Woodbury Financial Services, Inc can be comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

San Juan Capistrano, CA

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

CA Average: $5,289,111,388
Total Number of Employees

3,216

CA Average: 157
Total Number of Accounts

91,382

CA Average: 8,262
Average Account Size

$233,575

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Amir Arbabi Work History

Amir has 10 years of experience.

2020 - Present (2 years)

Woodbury Financial Services Inc

2018 - 2020 (2 years)

Resources Investment Advisors

2012 - 2018 (6 years)

Lpl Financial, LLC

2012 - 2018 (6 years)

Independent Financial Partners

Disclosures

Amir Arbabi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Matthew Ribble
Fairview, TN
Timothy Pipkens
Brighton, MI
James Teller
Orchard Park, NY
Frank Gagnon
Mirage, CA
Anthony Frangella
Orland Park, IL
Bryan Herren
Saint Paul, MN
Travis Bartsch
Riverside, CA
Deborah Nightingale
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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