Deborah
Nightingale

Woodbury Financial Services, Inc

CRD#6022650
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Deborah Nightingale is a financial advisor based out of Colorado Springs, Colorado, who has been in the industry for 10 years. Nightingale currently works for Woodbury Financial Services, Inc. Their career trajectory has included roles at Woodbury Financial Services, Inc and Woodbury Financial Services. Nightingale maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Colorado. Woodbury Financial Services, Inc is a company that has its headquarters in Colorado Springs, Colorado. It has offices in 837 locations and a total of 3,216 employees. It administers $21 billion in assets between its 91,382 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 172 charities and foundations. Of its 91,382 client accounts, 18% are held by high-net-worth clients who have more than $1 million in investable assets. The firm performs a number of services, including 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 typically vary depending on the type of services. However, fees billed by Woodbury Financial Services, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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, Others

Disclosures

No

Office Location

5350 Academy Blvd Ste 100
Colorado Springs, CO 80918

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

CO Average: 157
Total Number of Accounts

91,382

CO Average: 8,262
Average Account Size

$233,575

CO 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

Deborah Nightingale Work History

Deborah has 10 years of experience.

2014 - Present (8 years)

Woodbury Financial Services, Inc

2012 - 2014 (2 years)

Woodbury Financial Services

Disclosures

Deborah Nightingale has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

William Andrew
Peoria Heights, IL
Anthony Frangella
Orland Park, IL
Grant Messner
Lees Summit, MO
Shawn Campas
Novato, CA
Kristi Mignano
Johnston, IA
Cresta Clawson
Carmel, IN
Michael Sayre
Midvale, UT
Nicolas Wildman
Vienna, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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