Woodbury Financial Services, Inc
About this Advisor
Daryl Serizawa is a financial advisor who works out of Irvine, California, with 10 years of experience as a financial advisor. Serizawa currently works for Woodbury Financial Services, Inc. Throughout their career, they have worked at Woodbury Financial Services Inc and Independent Financial Group. Serizawa holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Montana, Texas and Washington. Woodbury Financial Services, Inc is a firm that has its headquarters in Irvine, California. The company has offices in 837 locations and a total of 3,216 financial advisors. It controls $21 billion in assets under management among its 91,382 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 172 charities and foundations. Of its 91,382 client accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc has a diverse 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 charged by financial advisors usually vary depending on which services are provided. However, fees billed by Woodbury Financial Services, Inc may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Woodbury Financial Services, Inc Brokerage Details
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
Daryl Serizawa Work History
Daryl has 10 years of experience.
Woodbury Financial Services Inc
Independent Financial Group
Daryl Serizawa has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Johnson City, TN
Saint Paul, MN
Saint Paul, MN
West Des Moines, IA
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 firstname.lastname@example.org.
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.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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.