Brian
Staples

Woodbury Financial Services, Inc

CRD#4143738
Investment Advisor
in Atlanta, GA
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About this Advisor

Brian Staples is a certified financial planner working out of Atlanta, Georgia, with a total of 14 years of experience as a financial advisor. Staples currently works for Woodbury Financial Services, Inc. Their career trajectory has included roles at Staples Financial Management, Jon Baker Financial Group and Woodbury Financial Services, Inc. Staples has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Woodbury Financial Services, Inc is a financial advisory business that has its headquarters in Atlanta, Georgia. It has offices in 590 locations and a total of 1,945 employees. It manages $7 billion in total assets among its 36,076 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 74 charitable organizations. Of its 36,076 accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a diverse set 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. Financial management fee schedules vary depending on the financial services. However, fee types charged by Woodbury Financial Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

14 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

Yes

Office Location

1050 Crown Ponte Parkway Suite 1590
Atlanta, GA 30338

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

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

1,925

GA Average: 157
Total Number of Accounts

45,748

GA Average: 8,262
Average Account Size

$166,823

GA 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

Brian Staples Work History

Brian has 14 years of experience.

2013 - Present (6 years)

Woodbury Financial Services, Inc

2012 - Present (7 years)

Jon Baker Financial Group

2004 - 2012 (8 years)

Staples Financial Management

Disclosures

Brian Staples has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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