Tamara
Perrin-Preus

Woodbury Financial Services, Inc

CRD#1640913
Investment Advisor
in Yuba City, CA

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About this Advisor

Tamara Perrin-Preus is a financial advisor who works in Yuba City, California with 4 years of industry experience. Perrin-Preus is on the advisory team at Woodbury Financial Services, Inc. During their career, Perrin-Preus has held roles at Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Perrin-Preus holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Woodbury Financial Services, Inc is a registered investment firm operating out of Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 employees. It administers $19 billion in assets between its 101,950 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 184 charities and foundations. Of its 101,950 accounts, just 11% are held by high-net-worth investors who have at least $1 million in investable assets. Woodbury Financial Services, Inc provides 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. A financial advisor's fee schedules largely vary depending on which services are offered. However, fee types charged by Woodbury Financial Services, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

667 Plumas St Ste A
Yuba City, CA 95991

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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

Tamara Perrin-Preus Work History

Tamara has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Woodbury Financial Services, Inc

2019 - Present (5 years)

Woodbury Financial Services, Inc

2013 - 2019 (6 years)

Questar Capital Corporation

2013 - 2019 (6 years)

Questar Asset Management

2009 - 2013 (4 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 Tamara Perrin-Preus 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

Brock Eckman
Saint Paul, MN
Tyler Davidson
Overland Park, KS
Gary Kostowski
Claremont, NH
Robert Tudda
Jericho, NY
Robert Lackey
Germantown, TN
Samantha Schaefer
Fond Du Lac, WI
Christopher Simon
Mount Joy, PA
Leandro Fenster
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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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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