Woodbury Financial Services, Inc
About this Advisor
Tucker Barash is a financial advisor who works in Mill Valley, California, with a total of 12 years of financial industry experience. Barash works at Woodbury Financial Services, Inc. They have spent the entirety of their time as a financial advisor at Woodbury Financial Services, Inc. Barash has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Woodbury Financial Services, Inc is a financial advisory company that has its headquarters in Mill Valley, California. The investment advisory business has offices in 837 locations and a total of 3,216 people on staff. It administers $21 billion in assets under management across its 91,382 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 172 charities and foundations. Of its 91,382 accounts, 18% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a number 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 charged by financial advisors vary depending on the type of services offered. Fee types billed by Woodbury Financial Services, Inc most likely consist of asset-based, hourly, fixed and other 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
Tucker Barash Work History
Tucker has 12 years of experience.
Woodbury Financial Services, Inc
Tucker Barash has no disclosures.
Please visit their SEC profile for more details.
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