Woodbury Financial Services, Inc
About this Advisor
Evan Ocepek is a certified financial planner based out of Cypress, California, with a total of 12 years of work experience. Ocepek currently works for Woodbury Financial Services, Inc. Ocepek has gained experience at Western International Securities, Inc and Woodbury Financial Services Inc. Ocepek maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Georgia. Woodbury Financial Services, Inc is a financial advisory firm headquartered in Cypress, California. The investment advisory business has offices in 837 locations and a total of 3,216 financial advisors. It controls $21 billion in total assets across its 91,382 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 172 charitable organizations. Of its 91,382 client accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers 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. Fees for financial management largely depend on which services the firm provides the client. However, fee types billed by Woodbury Financial Services, Inc likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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
Evan Ocepek Work History
Evan has 12 years of experience.
Woodbury Financial Services Inc
Western International Securities, Inc
Evan Ocepek has no disclosures.
Please visit their SEC profile for more details.
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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.