Susan
Edwards

Woodbury Financial Services, Inc

CRD#4239179
Investment Advisor
in San Diego, CA
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About this Advisor

Susan Edwards is a chartered financial consultant operating in San Diego, California, who has been in the advisory business for 24 years. Edwards works at Woodbury Financial Services, Inc. During their career, the advisor has held roles at Princor Financial Services Corporation, First Resource Ins. Serv. Inc, The Leaders Group Inc and Woodbury Financial Services Inc. Edwards maintains a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in California. Woodbury Financial Services, Inc is a financial advisory company that has its headquarters in San Diego, California. The company has offices in 590 locations and a total of 1,945 financial advisors. It manages $7 billion in total assets between its 36,076 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 74 charities and foundations. Of its 36,076 accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Woodbury Financial Services, Inc performs a broad set 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 advice typically depend on which services the firm provides the client. Fees charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

24 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

3550 Camino Del Rio N Suite 207
San Diego, CA 92108

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$5,742,028,225

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

1,945

CA Average: 157
Total Number of Accounts

36,076

CA Average: 8,262
Average Account Size

$159,165

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

Susan Edwards Work History

Susan has 24 years of experience.

2017 - Present (2 years)

Woodbury Financial Services Inc

2013 - 2016 (3 years)

The Leaders Group Inc

2000 - 2011 (11 years)

Princor Financial Services Corporation

1994 - Present (25 years)

First Resource Ins. Serv. Inc

Disclosures

Susan Edwards has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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