Woodbury Financial Services, Inc
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About this Advisor
David Paulson is a financial advisor operating out of Tulsa, Oklahoma with a total of 11 years of industry experience. Paulson is an advisor for Woodbury Financial Services, Inc. They have spent their whole time as a financial advisor at Woodbury Financial Services, Inc. Paulson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arkansas, California, Connecticut, Georgia, Iowa, North Carolina, Oklahoma, Oregon, Texas, Utah and Washington. Woodbury Financial Services, Inc is a company operating out of Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 people on staff. It controls $19 billion in assets among its 101,950 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm 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 financial services provided. However, fees billed by Woodbury Financial Services, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
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Woodbury Financial Services, Inc Brokerage Details
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
David Paulson Work History
David has been registered as a financial advisor for 11 years.*
Woodbury Financial Services, Inc
*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.
Please visit the SEC profile of David Paulson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
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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 email@example.com.
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