Gary
Scott

Woodbury Financial Services, Inc

CRD#6029196
Investment Advisor
in Saint Peters, MO

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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

Series 66

Years of Experience

10 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

1272 A Jungermann Road
Saint Peters, MO 63376

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

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

2,257

MO Average: 157
Total Number of Accounts

58,629

MO Average: 8,262
Average Account Size

$198,109

MO 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

Gary Scott Work History

Gary has 10 years of experience.

2019 - Present (3 years)

Woodbury Financial Services Inc

2018 - Present (4 years)

Cutter And Company

2018 - 2019 (1 year)

Blattel & Associates

2017 - 2018 (1 year)

Resources Investment Advisors

2017 - 2018 (1 year)

Triad Advisors, Inc

2016 - 2017 (1 year)

Oppenheimerfunds

2013 - 2016 (3 years)

Jackson National Life Distributors, LLC

2012 - 2013 (1 year)

Lpl Financial, LLC

2010 - 2012 (2 years)

Northrop Grumman

Disclosures

Gary Scott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Salvatore Ferrito
Waukesha, WI
Denise Badgerow
Thibodaux, LA
Louis Esposito
Mendham, NJ
Jeffrey Baker
West Des Moines, IA
Sarah Dory
Winterset, IA
Isaac Samsa
Portland, OR
Dylan Ruby
Fond Du Lac, WI
Sharbel Shanine
East Peoria, IL

The content in this profile was updated on 08/06/2020, using data 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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