Woodbury Financial Services, Inc
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About this Advisor
Kenneth Wong is an investment advisor located in Carlsbad, California. Currently a registered investment advisor at Woodbury Financial Services, Inc, Wong has 15 years of professional experience in the financial advisory industry. Wong maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Wong is registered to work with investors in California and Washington. Their career trajectory has included roles at Woodbury Financial Services Inc, Securities America, Inc and Securities America Advisors, Inc. Woodbury Financial Services, Inc is headquartered in Carlsbad, California, and operates out of 590 additional locations throughout the nation. As a company, Woodbury Financial Services, Inc oversees $7 billion in assets throughout 36,076 accounts and employs more than 1,945 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 13,010 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Woodbury Financial Services, Inc can provide 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. The firm's fees may include asset-based, hourly, fixed and commission-based 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
Kenneth Wong Work History
Kenneth has 15 years of experience.
Woodbury Financial Services Inc
Securities America, Inc
Securities America Advisors, Inc
Kenneth Wong has no disclosures.
Please visit their SEC profile for more details.