Woodbury Financial Services, Inc
About this Advisor
Gary Scott is a financial advisor based out of Saint Peters, Missouri, with 10 years in the industry. Scott is on the advisory team at Woodbury Financial Services, Inc. Throughout their career, they have worked at Northrop Grumman, Lpl Financial, LLC, Jackson National Life Distributors, LLC, Oppenheimerfunds, Resources Investment Advisors, Triad Advisors, Inc, Cutter And Company, Blattel & Associates and Woodbury Financial Services Inc. Scott holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri. Woodbury Financial Services, Inc is an advisory business that has its headquarters in Saint Peters, Missouri. It has offices in 834 locations and a total of 2,257 financial advisors. It manages $12 billion in assets between its 58,629 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 139 charities and foundations. Of its 58,629 client accounts, 16% are associated with high-net-worth clients who have more than $1 million in investable assets. Woodbury Financial Services, Inc provides 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 depend on the services provided. Fee types billed by Woodbury Financial Services, Inc can include any combination of asset-based, hourly, fixed and commission-based 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
Gary Scott Work History
Gary has 10 years of experience.
Woodbury Financial Services Inc
Cutter And Company
Blattel & Associates
Resources Investment Advisors
Triad Advisors, Inc
Jackson National Life Distributors, LLC
Lpl Financial, LLC
Gary Scott has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
West Des Moines, IA
Fond Du Lac, WI
East Peoria, IL
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.