Kevin
Appelbaum

Woodbury Financial Services, Inc

CRD#2732809
Investment Advisor
in El Cajon, CA

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About this Advisor

Kevin Appelbaum is a financial advisor whose office is in El Cajon, California. Currently an investment advisor with Woodbury Financial Services, Inc, Appelbaum has 10 years of practice in the financial advisory industry. Appelbaum maintains a Series 63 license, certifying them as a securities representative. Appelbaum is able to serve customers based out of California. Throughout their career, Appelbaum has worked at Chase Investment Services Corp, J.P. Morgan Securities LLC, Lpl Financial and Woodbury Financial Services, Inc. Woodbury Financial Services, Inc is based out of El Cajon, California, and has 834 additional offices throughout the country. As a company, Woodbury Financial Services, Inc manages $12 billion in assets covering 58,629 client accounts and retains more than 2,257 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 47,436 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Woodbury Financial Services, Inc provides 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

Series 63

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, Commissions

Disclosures

Yes

Office Location

El Cajon, CA

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

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

2,257

CA Average: 157
Total Number of Accounts

58,629

CA Average: 8,262
Average Account Size

$198,109

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

Kevin Appelbaum Work History

Kevin has 10 years of experience.

2013 - Present (9 years)

Woodbury Financial Services, Inc

2012 - 2012 (< 1 year)

J.P. Morgan Securities LLC

2012 - 2013 (1 year)

Lpl Financial

2010 - 2012 (2 years)

Chase Investment Services Corp

Disclosures

Kevin Appelbaum has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jason Adams
Orlando, FL
Sharbel Shanine
East Peoria, IL
Brandon Valentine
Phoenix, AZ
Christopher Buchanan
Palm Beach Gardens, FL
George Miller
Minocqua, WI
Steven Wilhusen
Chicago, IL
Steven Curry
Neptune, NJ
William Zurek
Lake Zurich, IL

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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