Woodbury Financial Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Mona Corbett is a financial advisor working out of Carlsbad, California, who has 10 years of financial industry experience. Corbett is on the advisory team at Woodbury Financial Services, Inc. Throughout their career, they have worked at National Planning Corporation, Unionbanc Investment Services, Securities America Inc, Securities America Advisors and Woodbury Financial Services Inc. Corbett maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in California. Woodbury Financial Services, Inc is a financial advisory business that has its headquarters in Carlsbad, California. The investment advisory business has offices in 634 locations and a total of 1,925 advisors. It administers $8 billion in assets under management among its 45,748 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 108 charitable organizations. Of its 45,748 customer accounts, 15% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a broad range 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 usually are based on the type of financial services offered. However, fee types charged by Woodbury Financial Services, Inc can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Woodbury Financial Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 11 years of experience.
Woodbury Financial Services Inc
Securities America Inc
Securities America Advisors
Unionbanc Investment Services
National Planning Corporation
Mona Corbett has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Saint Peters, MO
Tinton Falls, NJ
Salt Lake City, UT