Kevin
Moree
Woodbury Financial Services, Inc
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About this Advisor
Kevin Moree is a financial advisor operating out of Stuart, Florida who has 5 years of relevant experience. Moree currently works for Woodbury Financial Services, Inc. Throughout their career, Moree has worked at Lpl Financial LLC and Woodbury Financial Services Inc. Moree holds a Series 63 license, designating them as a securities broker, and is approved to work in Florida. Woodbury Financial Services, Inc is a financial advisory firm operating out of Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It handles $19 billion in assets under management between its 101,950 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 184 charitable organizations. Of its 101,950 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc performs 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. A financial advisor's fee schedules usually vary depending on the type of services offered. However, fees charged by Woodbury Financial Services, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Kevin Moree Work History
Kevin has been registered as a financial advisor for 5 years.*
Woodbury Financial Services Inc
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Moree to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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