Guy
Mower

Woodbury Financial Services, Inc

CRD#2445340
Investment Advisor
in Atlanta, GA
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About this Advisor

Guy Mower is a certified financial planner who works out of Atlanta, Georgia, who has been in the advisory business for 11 years. Mower is an advisor for Woodbury Financial Services, Inc. They have been an employee of Woodbury Financial Services, Inc for their total career. Mower has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Woodbury Financial Services, Inc is a financial advisory business operating out of Atlanta, Georgia. The company has offices in 590 locations and a total of 1,945 employees. It administers $7 billion in assets under management across its 36,076 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 74 charitable organizations. Of its 36,076 customer accounts, just 10% are held by high-net-worth clients who have at least $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. Financial advisory fees vary depending on which services are offered. Fee types billed by Woodbury Financial Services, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

1 Ravinia Dr Ste 1110
Atlanta, GA 30346

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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

Guy Mower Work History

Guy has 11 years of experience.

2007 - Present (12 years)

Woodbury Financial

Disclosures

Guy Mower has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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