Darren
Watson
Woodbury Financial Services, Inc
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About this Advisor
Darren Watson is a financial advisor who works out of San Diego, California, who has 12 years of financial industry experience. Watson is an advisor for Woodbury Financial Services, Inc. Watson has gained experience at Unionbanc Investment Services, U.S. Bancorp Investments, Inc and Woodbury Financial, Inc. Watson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Woodbury Financial Services, Inc is a financial advisory company based out of San Diego, California. The company has offices in 837 locations and a total of 3,216 advisors. It controls $21 billion in assets under management across its 91,382 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 172 charities and foundations. Of its 91,382 client accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a number 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 charged by financial advisors typically depend on which service is offered. However, fees charged by Woodbury Financial Services, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$21,344,571,679
3,216
91,382
$233,575
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Darren Watson Work History
Darren has 12 years of experience.
Woodbury Financial, Inc
U.S. Bancorp Investments, Inc
Unionbanc Investment Services
Disclosures
Darren Watson has disclosures.
Please visit their SEC profile for more details.
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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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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.