Lane
Tamburo
Woodbury Financial Services, Inc
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About this Advisor
Lane Tamburo is a financial advisor based out of Lafayette, Louisiana, with a total of 5 years of relevant experience. Tamburo currently works for Woodbury Financial Services, Inc. During their career, the advisor has held roles at Jpmorgan Chase Na, J.P. Morgan Securities LLC, Edward Jones, Capital One Investments Services, LLC and Woodbury Financial Services, Inc. Tamburo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Louisiana and Texas. Woodbury Financial Services, Inc is a registered investment company headquartered in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It manages $19 billion in assets across its 101,950 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 184 charitable organizations. Of its 101,950 accounts, just 11% are associated with high-net-worth investors who have at least $1 million in investable assets. Woodbury Financial Services, Inc offers a diverse range 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 are based on which services are offered. However, fee types billed by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Lane Tamburo Work History
Lane has been registered as a financial advisor for 5 years.*
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Capital One Investments Services, LLC
Edward Jones
J.P. Morgan Securities LLC
Jpmorgan Chase Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lane Tamburo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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