Woodbury Financial Services, Inc
About this Advisor
Elizabeth Miller is a financial advisor based out of Carmel, Indiana, who has been in the financial industry for 10 years. Miller is an advisor for Woodbury Financial Services, Inc. Over the course of their career, Miller has held roles at Financial Partners Group, LLC and Woodbury Financial Services Inc. Miller holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Woodbury Financial Services, Inc is a registered investment firm headquartered in Carmel, Indiana. It has offices in 837 locations and a total of 3,216 financial advisors. It oversees $21 billion in total assets across its 91,382 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 172 charities and foundations. Of its 91,382 client accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers 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. Fees for financial management typically are based on which service is offered. Fee types charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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
Elizabeth Miller Work History
Elizabeth has 10 years of experience.
Woodbury Financial Services Inc
Financial Partners Group, LLC
Elizabeth Miller has no disclosures.
Please visit their SEC profile for more details.
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