Patrick
Twiest

Woodbury Financial Services, Inc

CRD#2287060
Investment Advisor
in Huntersville, NC

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

11330 Vanstory Dr Ste 114E
Huntersville, NC 28078

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

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

2,257

NC Average: 157
Total Number of Accounts

58,629

NC Average: 8,262
Average Account Size

$198,109

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 10 years of experience.

2015 - Present (7 years)

Woodbury Financial Services Inc

2012 - 2015 (3 years)

Lincoln Financial Advisors

2010 - 2012 (2 years)

New England Securities

Disclosures

Patrick Twiest has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jason Adams
Orlando, FL
Sharbel Shanine
East Peoria, IL
Brandon Valentine
Phoenix, AZ
Christopher Buchanan
Palm Beach Gardens, FL
George Miller
Minocqua, WI
Steven Wilhusen
Chicago, IL
Steven Curry
Neptune, NJ
William Zurek
Lake Zurich, 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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