Mona
Corbett

Woodbury Financial Services, Inc

CRD#3192954
Investment Advisor
in Carlsbad, CA

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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

Series 63, Series 66

Years of Experience

11 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

2131 Palomar Airport Road Suite 225
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 11 years of experience.

2016 - Present (4 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 - 2012 (3 years)

National Planning Corporation

Disclosures

Mona Corbett has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

David Hansen
Mukwonago, WI
John Schindler
Knoxville, TN
Gary Scott
Saint Peters, MO
Robert Teske
Warrenville, IL
Kristy Lungwitz
Atlanta, GA
Carolyn Woody
Tinton Falls, NJ
Jason Knight
Salt Lake City, UT
Liza Firmin
Center, TX

This content was compiled from the SEC and FINRA.

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