Woodbury Financial Services, Inc
About this Advisor
John Watson is a financial advisor working in Columbus, Ohio, who has been in the advisory business for 10 years. Watson currently works for Woodbury Financial Services, Inc. Over the course of their career, Watson has held roles at Ing Financial Partners, Inc, Voya Financial Advisors and Woodbury Financial Services Inc. Watson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. Woodbury Financial Services, Inc is a business that has its headquarters in Columbus, Ohio. The investment advisory business has offices in 837 locations and a total of 3,216 financial advisors. It handles $21 billion in assets under management across its 91,382 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 172 charitable organizations. Of its 91,382 accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets. Woodbury Financial Services, Inc performs a number of services, such as 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 charged by financial advisors are based on the type of financial services offered. Fee types billed by Woodbury Financial Services, Inc likely include asset-based, hourly, fixed and other 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
John Watson Work History
John has 10 years of experience.
Woodbury Financial Services Inc
Voya Financial Advisors
Ing Financial Partners, Inc
John Watson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Saint Paul, MN
Lees Summit, MO
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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