Dwight
Lee

Woodbury Financial Services, Inc

CRD#2865783
Investment Advisor
in Long Beach, CA

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About this Advisor

Dwight Lee is a financial advisor working out of Long Beach, California, who has 10 years of professional experience. Lee is currently employed by Woodbury Financial Services, Inc. Throughout their career, they have worked at Lpl Financial LLC, Kinecta Financial & Insurance Services, LLC, Questar Capital, Questar Asset Management and Woodbury Financial Services, Inc. Lee has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California. Woodbury Financial Services, Inc is an advisory business based out of Long Beach, California. It has offices in 837 locations and a total of 3,216 financial advisors. It administers $21 billion in assets under management among its 91,382 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 172 charities and foundations. Of its 91,382 accounts, 18% belong to high-net-worth clients who have greater than $1 million in investable assets. Woodbury Financial Services, Inc performs a number of services, such as 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 usually vary depending on which service is provided. Fees charged by Woodbury Financial Services, Inc can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

3780 Kilroy Airport Way Suite 200
Long Beach, CA 90806

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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

Dwight Lee Work History

Dwight has 10 years of experience.

2019 - Present (3 years)

Woodbury Financial Services, Inc

2019 - Present (3 years)

Woodbury Financial Services, Inc

2016 - 2019 (3 years)

Questar Capital

2016 - 2019 (3 years)

Questar Asset Management

2012 - 2016 (4 years)

Lpl Financial LLC

2012 - 2016 (4 years)

Kinecta Financial & Insurance Services, LLC

Disclosures

Dwight Lee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Shawn Campas
Novato, CA
Anthony Frangella
Orland Park, IL
Casey Middleton
Johnson City, TN
Daryl Serizawa
Irvine, CA
Daniel Polster
Red Bluff, CA
Nathan Warren
Collierville, TN
Amir Arbabi
San Juan Capistrano, CA
Travis Bartsch
Riverside, CA

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.

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.

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