Gary
Woods

Woodbury Financial Services, Inc

CRD#1078813
Investment Advisor
in Tulsa, OK

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About this Advisor

Gary Woods is a chartered financial consultant based out of Tulsa, Oklahoma with 22 years of relevant experience. Woods works at Woodbury Financial Services, Inc. They have been employed by Woodbury Financial Services, Inc for all of their career. Woods holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma. Woodbury Financial Services, Inc is a financial advisory company headquartered in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 financial advisors. It administers $19 billion in assets among its 101,950 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 184 charitable organizations. Of its 101,950 accounts, just 11% are held by high-net-worth individuals who have at least $1 million in assets. Woodbury Financial Services, Inc has 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. A financial advisor's fees largely are based on which services are offered. Fees charged by Woodbury Financial Services, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

22 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

Office Location

Tulsa, OK

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

OK Average: 157
Total Number of Accounts

101,950

OK Average: 8,262
Average Account Size

$189,097

OK Average: $640,173

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

Gary Woods Work History

Gary has been registered as a financial advisor for 22 years.*

2001 - Present (23 years)

Fortis Investors, Inc/ 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.

Disclosures

Please visit the SEC profile of Gary Woods 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

Robert Tudda
Jericho, NY
Robert Lackey
Germantown, TN
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Denise Badgerow
Thibodaux, LA
Anthony Frangella
Orland Park, IL
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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.

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