Mark
Boxman

Woodbury Financial Services, Inc

CRD#2618732
Investment Advisor
in Waynesville, NC

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About this Advisor

Mark Boxman is a certified financial planner operating in Waynesville, North Carolina with a total of 4 years of relevant experience. Boxman is an employee of Woodbury Financial Services, Inc. Over the course of their career, they have held roles at Jhfn Sii, Woodbury Financial Services, Inc, Questar Capital Corporation and Questar Asset Management. Boxman has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and North Carolina. Woodbury Financial Services, Inc is a company based in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 financial advisors. It controls $19 billion in assets among its 101,950 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 184 charitable organizations. Of its 101,950 accounts, just 11% are held by high-net-worth investors who have more than $1 million in assets. Woodbury Financial Services, Inc offers a broad array 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 advisory services usually are based on the financial services offered. Fee types billed by Woodbury Financial Services, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

Office Location

Waynesville, NC

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

NC Average: 157
Total Number of Accounts

101,950

NC Average: 8,262
Average Account Size

$189,097

NC Average: $640,173

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

Mark Boxman Work History

Mark has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Woodbury Financial Services, Inc

2019 - Present (5 years)

Woodbury Financial Services, Inc

2015 - 2019 (4 years)

Questar Capital Corporation

2015 - 2019 (4 years)

Questar Asset Management

2013 - 2015 (2 years)

Jhfn Sii

*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 Mark Boxman 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

Brock Eckman
Saint Paul, MN
Jennifer Schmidt
Cameron, WI
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Anthony Frangella
Orland Park, IL
Mark Wise
Sterling Heights, MI
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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