Mona
Corbett

Woodbury Financial Services, Inc

CRD#3192954
Investment Advisor
in Carlsbad, CA
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About this Advisor

Mona Corbett is an advisor in Carlsbad, California. Currently an investment advisor with Woodbury Financial Services, Inc, they have accumulated 10 years of practice in the financial advisory industry. Corbett maintains Series 63 and Series 66 licenses, designating them as a securities broker. Corbett is registered to serve investors in California. The advisor has gained experience at Commonwealth Financial Network, Lpl Financial, Metlife Securities Inc, National Planning Corporation, Unionbanc Investment Services, Woodbury Financial Services Inc, Securities America Inc and Securities America Advisors. Woodbury Financial Services, Inc is based out of Carlsbad, California, and operates out of 590 additional offices throughout the country. As an advisory firm, Woodbury Financial Services, Inc manages $7 billion in assets dispersed across 36,076 accounts and retains more than 1,945 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 13,010 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Woodbury Financial Services, Inc can offer 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, Series 66

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

No

Office Location

2111 Palomar Airport Suite 260
Carlsbad, CA 92011

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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

Mona Corbett Work History

Mona has 10 years of experience.

2016 - Present (3 years)

Woodbury Financial Services Inc

2014 - 2016 (2 years)

Securities America Inc

2014 - 2016 (2 years)

Securities America Advisors

2012 - 2014 (2 years)

Unionbanc Investment Services

2009 - 2009 (< 1 year)

Metlife Securities Inc

2009 - 2012 (3 years)

National Planning Corporation

2008 - 2008 (< 1 year)

Commonwealth Financial Network

2008 - 2008 (< 1 year)

Commonwealth Financial Network

2008 - 2009 (1 year)

Lpl Financial

Disclosures

Mona Corbett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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