Woodbury Financial Services, Inc
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About this Advisor
Thomas Drabek is a certified financial planner based in Encinitas, California. Currently an investment advisor with Woodbury Financial Services, Inc, they have gathered 14 years of practice as a financial advisor. Drabek holds a Series 63 license, designating the advisor as a securities broker. Drabek is able to work with investors based out of California. During their career, Drabek has held roles at Securities America, Inc, Thomas Drabek, Focus Investment Advisors, Girard Securities, Inc, Securities America Inc, Securities America Advisors, Inc and Woodbury Financial Services Inc. Woodbury Financial Services, Inc is headquartered in Encinitas, California, and operates out of 634 other offices across the country. In aggregate, Woodbury Financial Services, Inc manages $8 billion in assets throughout 45,748 accounts and retains more than 1,925 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 18,336 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Woodbury Financial Services, Inc can offer 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. The firm's fees may include 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
Thomas Drabek Work History
Thomas has 15 years of experience.
Woodbury Financial Services Inc
Securities America Inc
Securities America Advisors, Inc
Girard Securities, Inc
Securities America, Inc
Focus Investment Advisors
Thomas Drabek has no disclosures.
Please visit their SEC profile for more details.
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