Woodbury Financial Services, Inc
About this Advisor
Patrick Twiest is a certified financial planner based in Huntersville, North Carolina, who has been in the financial industry for 10 years. Twiest is on the advisory team at Woodbury Financial Services, Inc. Over the course of their career, Twiest has held roles at New England Securities, Lincoln Financial Advisors and Woodbury Financial Services Inc. Twiest holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Woodbury Financial Services, Inc is a registered investment business that has its headquarters in Huntersville, North Carolina. The investment advisory business has offices in 834 locations and a total of 2,257 financial advisors. It administers $12 billion in assets across its 58,629 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 139 charities and foundations. Of its 58,629 accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Woodbury Financial Services, Inc has 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc may include some blend 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
Patrick Twiest Work History
Patrick has 10 years of experience.
Woodbury Financial Services Inc
Lincoln Financial Advisors
New England Securities
Patrick Twiest has no disclosures.
Please visit their SEC profile for more details.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.