Woodbury Financial Services, Inc
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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
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 13 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.