Woodbury Financial Services, Inc
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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
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
Susan Edwards Work History
Susan has 24 years of experience.
Woodbury Financial Services Inc
First Resource Ins. Serv. Inc
The Leaders Group Inc
Princor Financial Services Corporation
Susan Edwards has no disclosures.
Please visit their SEC profile for more details.