Woodbury Financial Services, Inc

Investment Advisor
in Charlotte, NC
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About this Advisor

Patrick Twiest is a certified financial planner working in Charlotte, North Carolina, who has been in the advisory business for 13 years. Twiest works at Woodbury Financial Services, Inc. Their career trajectory has included roles at New England Securities, Woodbury Financial Services, Inc, Lincoln Financial Advisors and Woodbury Financial Services Inc. Twiest has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Woodbury Financial Services, Inc is an advisory company that has its headquarters in Charlotte, North Carolina. The firm has offices in 590 locations and a total of 1,945 financial advisors. It manages $7 billion in assets under management among its 36,076 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 74 charitable organizations. Of its 36,076 accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets. Woodbury Financial Services, Inc offers 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 typically vary depending on the services provided. Fees charged by Woodbury Financial Services, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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



Office Location

6000 Fairview Road Suite 1200
Charlotte, NC 28210

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


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


NC Average: 157
Total Number of Accounts


NC Average: 8,262
Average Account Size


NC 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

Patrick Twiest Work History

Patrick has 13 years of experience.

2015 - Present (4 years)

Woodbury Financial Services Inc

2012 - 2015 (3 years)

Lincoln Financial Advisors

2010 - 2012 (2 years)

New England Securities

2005 - 2010 (5 years)

Woodbury Financial Services, Inc


Patrick Twiest has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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