Sam
Wilkerson

Woodbury Financial Services, Inc

CRD#4673242
Investment Advisor
in Atlanta, GA
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About this Advisor

Sam Wilkerson is a certified financial planner who works out of Atlanta, Georgia, who has been in the advisory business for 13 years. Wilkerson works at Woodbury Financial Services, Inc. During their career, Wilkerson has held roles at White Horse Advisors, Minnesota Life Insurance Company, Securian Financial Services Inc, Securian Financial Services, White Horse Advisor, Woodbury Financial Services, Inc and Jon Baker Financial Group. Wilkerson maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in Georgia. Woodbury Financial Services, Inc is a company that has its headquarters in Atlanta, Georgia. It has offices in 590 locations and a total of 1,945 financial advisors. It administers $7 billion in assets among its 36,076 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 74 charitable organizations. Of its 36,076 customer accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Woodbury Financial Services, Inc provides a broad range 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. Financial management fee schedules depend on which services are offered. However, fees billed by Woodbury Financial Services, Inc likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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

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

Sam Wilkerson Work History

Sam has 13 years of experience.

2010 - Present (9 years)

Woodbury Financial Services, Inc

2010 - Present (9 years)

Jon Baker Financial Group

2009 - 2010 (1 years)

Securian Financial Services

2009 - 2010 (1 years)

White Horse Advisor

2005 - 2009 (4 years)

White Horse Advisors

2005 - 2009 (4 years)

Minnesota Life Insurance Company

2005 - 2009 (4 years)

Securian Financial Services Inc

Disclosures

Sam Wilkerson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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