Robert
Gold
Woodbury Financial Services, Inc
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About this Advisor
Robert Gold is a financial advisor based out of Burlingame, California who has 3 years of industry experience. Gold is on the advisory team at Woodbury Financial Services, Inc. Throughout their career, they have worked at Wells Fargo Advisors LLC, Stifel Nicolaus & Co Inc, Summit Brokerage Services Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC and Woodbury Financial Services Inc. Gold has a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in California. Woodbury Financial Services, Inc is a firm operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It oversees $19 billion in assets between its 101,950 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 184 charities and foundations. Of its 101,950 accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Woodbury Financial Services, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Robert Gold Work History
Robert has been registered as a financial advisor for 3 years.*
Woodbury Financial Services Inc
Cetera Advisor Networks LLC
Summit Brokerage Services Inc
Summit Financial Group Inc
Stifel Nicolaus & Co Inc
Wells Fargo Advisors LLC
*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 Robert Gold 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
Jericho, NY
Center, TX
Glenwood, IA
Claremont, NH
Orland Park, IL
Germantown, TN
Mount Joy, PA
Melville, NY
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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