Thomas
Drabek

Woodbury Financial Services, Inc

CRD#1564147
Investment Advisor
in Carlsbad, CA
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About this Advisor

Thomas Drabek is a certified financial planner who works in Carlsbad, California, who has been in the industry for 13 years. Drabek currently works for Woodbury Financial Services, Inc. Throughout their career, they have worked at Thomas Drabek, Securities America, Inc, Focus Investment Advisors, Girard Securities, Inc, Securities America Inc, Securities America Advisors, Inc and Woodbury Financial Services Inc. Drabek maintains a Series 63 license, certifying them as a securities agent, and is approved to work in California. Woodbury Financial Services, Inc is a business based out of Carlsbad, California. It has offices in 590 locations and a total of 1,945 employees. It has $7 billion in total assets among its 36,076 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 74 charities and foundations. Of its 36,076 accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Woodbury Financial Services, Inc offers a broad 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 for financial management depend on which services the firm provides the client. Fees billed by Woodbury Financial Services, Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

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, Commissions

Disclosures

No

Office Location

2111 Palomar Airport Suite 260
Carlsbad, CA 92011

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

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

1,925

CA Average: 157
Total Number of Accounts

45,748

CA Average: 8,262
Average Account Size

$166,823

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

Thomas Drabek Work History

Thomas has 13 years of experience.

2016 - Present (3 years)

Woodbury Financial Services Inc

2005 - Present (14 years)

Thomas Drabek

2013 - 2016 (3 years)

Securities America Inc

2013 - 2016 (3 years)

Securities America Advisors, Inc

2010 - 2013 (3 years)

Girard Securities, Inc

2006 - 2010 (4 years)

Securities America, Inc

2006 - 2011 (5 years)

Focus Investment Advisors

Disclosures

Thomas Drabek has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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