David
Paulson

Woodbury Financial Services, Inc

CRD#4483213
Investment Advisor
in Tulsa, OK

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About this Advisor

David Paulson is a financial advisor who works out of Tulsa, Oklahoma, who has been in the financial industry for 10 years. Paulson is an advisor for Woodbury Financial Services, Inc. They have been employed by Woodbury Financial Services, Inc for their entire career. Paulson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas, California, Connecticut, Georgia, Iowa, North Carolina, Oklahoma, Oregon, Texas, Utah and Washington. Woodbury Financial Services, Inc is a firm operating in Tulsa, Oklahoma. The firm has offices in 837 locations and a total of 3,216 people on staff. It handles $21 billion in assets under management across its 91,382 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 172 charities and foundations. Of its 91,382 client accounts, 18% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company 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 charged by financial advisors are based on which services are offered. Fees charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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, Others

Disclosures

No

Office Location

4775 E. 91St Street South Suite 200
Tulsa, OK 74137

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

OK Average: 157
Total Number of Accounts

91,382

OK Average: 8,262
Average Account Size

$233,575

OK 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

David Paulson Work History

David has 10 years of experience.

2012 - Present (10 years)

Woodbury Financial Services, Inc

Disclosures

David Paulson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Joseph Mccarthy
Chesterfield, MO
Matthew Ribble
Fairview, TN
Elizabeth Miller
Carmel, IN
Scott Chapman
Colchester, CT
Bradley Ober
Saint Paul, MN
David Paulson
Tulsa, OK
Michael Gluski
Fort Myers, FL
Jonathan Harris
Brighton, MI

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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