Shelley
York
Woodbury Financial Services, Inc
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About this Advisor
Shelley York is a certified financial planner and chartered financial consultant based in Greensboro, North Carolina with 4 years of industry experience. York is an employee of Woodbury Financial Services, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Woodbury Financial Services Inc. York holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina, South Carolina and Texas. Woodbury Financial Services, Inc is an advisory firm that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It handles $19 billion in total assets across its 101,950 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 184 charities and foundations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets. Woodbury Financial Services, Inc provides a wide 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 management depend on which services the firm provides the client. Fees billed by Woodbury Financial Services, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Shelley York Work History
Shelley has been registered as a financial advisor for 4 years.*
Woodbury Financial Services Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Shelley York to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
