Woodbury Financial Services, Inc
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About this Advisor
Mona Corbett is a financial advisor who works in Carlsbad, California with a total of 7 years of industry experience. Corbett currently works for Woodbury Financial Services, Inc. Throughout their career, they have worked at Unionbanc Investment Services, Woodbury Financial Services Inc, Securities America Inc and Securities America Advisors. Corbett has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in California. Woodbury Financial Services, Inc is a registered investment company based in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 financial advisors. It handles $19 billion in total assets between its 101,950 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 184 charitable organizations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Woodbury Financial Services, Inc has 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. Fees for financial advice depend on the type of financial services. However, fees billed by Woodbury Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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Woodbury Financial Services, Inc Brokerage Details
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 been registered as a financial advisor for 7 years.*
Woodbury Financial Services Inc
Securities America Inc
Securities America Advisors
Unionbanc Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Mona Corbett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
Saint Paul, MN
Orland Park, IL
Mount Joy, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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