Woodbury Financial Services, Inc

Investment Advisor
in Carlsbad, CA

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About this Advisor

Mona Corbett is a financial advisor based in Carlsbad, California, who has been in the financial industry for 10 years. Corbett is an employee of Woodbury Financial Services, Inc. Over the course of their career, Corbett has held roles at Unionbanc Investment Services, Securities America Inc, Securities America Advisors and Woodbury Financial Services Inc. Corbett holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in California. Woodbury Financial Services, Inc is a company that has its headquarters in Carlsbad, California. It has offices in 837 locations and a total of 3,216 people on staff. It handles $21 billion in assets under management between its 91,382 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 172 charities and foundations. Of its 91,382 accounts, 18% are associated with high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, including 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 usually are based on the services provided. However, fee types charged by Woodbury Financial Services, Inc most likely consist of any combination of asset-based, hourly, fixed and other 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, Others



Office Location

2131 Palomar Airport Road Suite 225
Carlsbad, CA 92011

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


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


CA Average: 157
Total Number of Accounts


CA Average: 8,262
Average Account Size


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 (6 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


Mona Corbett has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Joseph Mccarthy
Chesterfield, MO
Matthew Ribble
Fairview, TN
Elizabeth Miller
Carmel, IN
Scott Chapman
Colchester, CT
Bradley Ober
Saint Paul, MN
David Paulson
Tulsa, OK
Michael Gluski
Fort Myers, FL
Jonathan Harris
Brighton, MI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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