Glenn
Williams

Woodbury Financial Services, Inc

CRD#1656711
Investment Advisor
in Atlanta, GA
Are you Glenn Williams? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Glenn Williams is a certified financial planner and chartered financial consultant working in Atlanta, Georgia, who has been in the industry for 15 years. Williams is currently employed by Woodbury Financial Services, Inc. They have spent their complete employment at Woodbury Financial Services, Inc. Williams maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Georgia and Minnesota. Woodbury Financial Services, Inc is a registered investment firm headquartered in Atlanta, Georgia. The investment advisory business has offices in 590 locations and a total of 1,945 financial advisors. It controls $7 billion in assets among its 36,076 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 74 charitable organizations. Of its 36,076 client accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. The company 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 for financial management vary depending on the financial services. However, fee types billed by Woodbury Financial Services, Inc may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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

303 Perimeter Center North Suite 300
Atlanta, GA 30346

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Glenn Williams Work History

Glenn has 15 years of experience.

2003 - Present (16 years)

Woodbury Financial Services, Inc

Disclosures

Glenn Williams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started