Thomas
Drabek

Woodbury Financial Services, Inc

CRD#1564147
Investment Advisor
in Encinitas, CA

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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

Series 63, Certified Financial Planner

Years of Experience

15 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

Encinitas, CA

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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 15 years of experience.

2016 - Present (4 years)

Woodbury Financial Services Inc

2005 - Present (15 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.

Financial Advisors at Woodbury Financial Services, Inc

John Schindler
Knoxville, TN
Robert Teske
Warrenville, IL
Gary Scott
Saint Peters, MO
Carolyn Woody
Tinton Falls, NJ
Kristy Lungwitz
Atlanta, GA
Jason Knight
Salt Lake City, UT
David Hansen
Mukwonago, WI
Liza Firmin
Center, TX

This content was compiled from the SEC and FINRA.

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