Abigail
O'Quinn
Woodbury Financial Services, Inc
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About this Advisor
Abigail O'Quinn is a financial advisor operating in Springfield, Missouri with 6 years of industry experience. O'Quinn is an employee of Woodbury Financial Services, Inc. Throughout their career, they have worked at James Financial Partners, LLC, Gracie'S Bridal, LLC, Highland Springs Country Club, Full-Time Education and Woodbury Financial Services Inc. O'Quinn has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Woodbury Financial Services, Inc is a firm operating out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It handles $19 billion in assets among its 101,950 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 184 charities and foundations. Of its 101,950 accounts, just 11% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has a diverse assortment 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Woodbury Financial Services, Inc most likely consist of some combination 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
Abigail O'Quinn Work History
Abigail has been registered as a financial advisor for 6 years.*
Woodbury Financial Services Inc
Gracie'S Bridal, LLC
James Financial Partners, LLC
Highland Springs Country Club
Full-Time Education
*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 Abigail O'Quinn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
Center, TX
Lincoln, NE
Sterling Heights, MI
Fond Du Lac, WI
Tulsa, OK
Overland Park, KS
Mount Joy, PA
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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