Richard
Skelton

Woodbury Financial Services, Inc

CRD#4782331
Investment Advisor
in Seal Beach, CA

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About this Advisor

Richard Skelton is a financial advisor based in Seal Beach, California with 13 years of industry experience. Skelton is an employee of Woodbury Financial Services, Inc. They have spent their whole employment at Woodbury Financial Services, Inc. Skelton maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in California. Woodbury Financial Services, Inc is a firm operating out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It oversees $19 billion in assets among its 101,950 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 184 charitable organizations. Of its 101,950 client accounts, just 11% are held by high-net-worth investors who have more than $1 million in investable assets. Woodbury Financial Services, Inc performs a wide array 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 charged by financial advisors depend on the services. Fees charged by Woodbury Financial Services, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 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

Office Location

3030 Old Ranch Parkway Ste 160
Seal Beach, CA 90740

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

CA Average: 157
Total Number of Accounts

101,950

CA Average: 8,262
Average Account Size

$189,097

CA Average: $640,173

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

Richard Skelton Work History

Richard has been registered as a financial advisor for 13 years.*

2004 - Present (20 years)

Woodbury Financial 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.

Disclosures

Please visit the SEC profile of Richard Skelton 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

Anthony Frangella
Orland Park, IL
Tyler Davidson
Overland Park, KS
Gary Kostowski
Claremont, NH
Brock Eckman
Saint Paul, MN
Mark Wise
Sterling Heights, MI
Miranda Bonde
Green Bay, WI
Christopher Simon
Mount Joy, PA
Shannon Parks
Glenwood, IA

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 profile-compliance@smartasset.com.

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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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