Woodbury Financial Services, Inc
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About this Advisor
Amir Arbabi is a financial advisor operating in San Juan Capistrano, California who has 3 years of industry experience. Arbabi works at Woodbury Financial Services, Inc. During their career, the advisor has held roles at Lpl Financial, LLC, Independent Financial Partners, Resources Investment Advisors and Woodbury Financial Services Inc. Arbabi has Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in California. Woodbury Financial Services, Inc is a registered investment business headquartered in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 advisors. It handles $19 billion in assets among its 101,950 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% are held by high-net-worth clients who have greater than $1 million in assets. Woodbury Financial Services, Inc performs a wide array 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. A financial advisor's fee schedules vary depending on which services are provided. Fee types billed by Woodbury Financial Services, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
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Woodbury Financial Services, Inc Brokerage Details
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 been registered as a financial advisor for 3 years.*
Woodbury Financial Services Inc
Resources Investment Advisors
Lpl Financial, LLC
Independent Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Amir Arbabi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
Orland Park, IL
Saint Paul, MN
Fort Dodge, IA
Mount Joy, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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