Sharbel
Shanine

Woodbury Financial Services, Inc

CRD#5880456
Investment Advisor
in East Peoria, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Sharbel Shanine is a financial advisor whose office is in East Peoria, Illinois. Currently an advisor at Woodbury Financial Services, Inc, they have gathered 10 years of work experience in the financial advisory industry. Shanine has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Shanine is able to work with customers in Illinois. Shanine has gained experience at Woodbury Financial Services, Inc and Legacy Investment Services. Woodbury Financial Services, Inc is headquartered in East Peoria, Illinois, and has 834 locations across the nation. As a registered investment firm, Woodbury Financial Services, Inc manages $12 billion in assets throughout 58,629 accounts and employs more than 2,257 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 47,436 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Woodbury Financial Services, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

430 N Main Street
East Peoria, IL 61611

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

$11,614,931,037

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

2,257

IL Average: 157
Total Number of Accounts

58,629

IL Average: 8,262
Average Account Size

$198,109

IL 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

Sharbel Shanine Work History

Sharbel has 10 years of experience.

2011 - Present (11 years)

Woodbury Financial Services, Inc

2011 - Present (11 years)

Legacy Investment Services

Disclosures

Sharbel Shanine has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

George Loeffler
Phoenix, AZ
Jon Moores
Dallas, TX
Christopher Buchanan
Palm Beach Gardens, FL
Brian Hermes
De Pere, WI
Tucker Barash
Mill Valley, CA
Kevin Appelbaum
El Cajon, CA
Darren Watson
San Diego, CA
Thomas Buescher
Lincoln, NE

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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