Andrew
Atherton

Woodbury Financial Services, Inc

CRD#4208366
Investment Advisor
in Flint, MI

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About this Advisor

Andrew Atherton is an investment advisor who lives in Flint, Michigan. Currently an advisor with Woodbury Financial Services, Inc, they have accumulated 16 years of experience as a registered advisor. Atherton has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Atherton is registered to work with investors based out of Michigan. The advisor has gained experience at Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Woodbury Financial Services, Inc is headquartered in Flint, Michigan, and operates out of 834 additional brick-and-mortar locations throughout the nation. As an advisor firm, Woodbury Financial Services, Inc oversees $12 billion in assets covering 58,629 client accounts and employs more than 2,257 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 47,436 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Woodbury Financial Services, Inc can provide 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 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

G-3339 Van Slyke Road
Flint, MI 48507

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

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

2,257

MI Average: 157
Total Number of Accounts

58,629

MI Average: 8,262
Average Account Size

$198,109

MI 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

Andrew Atherton Work History

Andrew has 16 years of experience.

2019 - Present (2 years)

Woodbury Financial Services, Inc

2019 - Present (2 years)

Woodbury Financial Services, Inc

2004 - 2019 (15 years)

Questar Capital Corporation

2004 - 2019 (15 years)

Questar Asset Management

Disclosures

Andrew Atherton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Larry Macy
Mckinney, TX
Jason Knight
Salt Lake City, UT
Jimmy Lee
New York, NY
Bryan Farwell
Overland Park, KS
Thomas Buescher
Lincoln, NE
Robert Broadhead
Madison, WI
Matthew Trypuc
Oshkosh, WI
Matthew Callero
Niles, IL

This content was compiled from the SEC and FINRA.

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.

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