Kenneth
Wong

Woodbury Financial Services, Inc

CRD#2495750
Investment Advisor
in Carlsbad, CA

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About this Advisor

Kenneth Wong is a financial advisor who works out of Carlsbad, California, who has been in the industry for 16 years. Wong is on the advisory team at Woodbury Financial Services, Inc. Throughout their career, Wong has worked at Woodbury Financial Services Inc, Securities America Advisors, Inc and Securities America, Inc. Wong holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Washington. Woodbury Financial Services, Inc is a registered investment business that has its headquarters in Carlsbad, California. The firm has offices in 634 locations and a total of 1,925 advisors. It oversees $8 billion in assets under management across its 45,748 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 108 charitable organizations. Of its 45,748 accounts, 15% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm provides 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. Financial advisory fee schedules largely are based on the type of financial services offered. However, fees billed by Woodbury Financial Services, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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, Commissions

Disclosures

No

Office Location

Carlsbad, CA

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

CA Average: $5,289,111,388
Total Number of Employees

1,925

CA Average: 157
Total Number of Accounts

45,748

CA Average: 8,262
Average Account Size

$166,823

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

Kenneth Wong Work History

Kenneth has 17 years of experience.

2016 - Present (4 years)

Woodbury Financial Services Inc

2003 - 2016 (13 years)

Securities America Advisors, Inc

2003 - 2016 (13 years)

Securities America, Inc

Disclosures

Kenneth Wong has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

John Schindler
Knoxville, TN
Robert Teske
Warrenville, IL
Gary Scott
Saint Peters, MO
Carolyn Woody
Tinton Falls, NJ
Kristy Lungwitz
Atlanta, GA
Jason Knight
Salt Lake City, UT
David Hansen
Mukwonago, WI
Liza Firmin
Center, TX

This content was compiled from the SEC and FINRA.

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