Woodbury Financial Services, Inc
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
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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.
Woodbury Financial Services Inc
Securities America Inc
Securities America Advisors
Unionbanc Investment Services
Mona Corbett has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Saint Paul, MN
Fort Myers, FL
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 firstname.lastname@example.org.
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