Scott
Berry
Woodbury Financial Services, Inc
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About this Advisor
Scott Berry is a certified financial planner based out of Vancouver, Washington, with 4 years of industry experience. Berry is currently employed by Woodbury Financial Services, Inc. Their career trajectory has included roles at Foresters Advisory Services LLC, First Investors Corporation, Foresters Financial, Trillium Family Services Foundation, Foresters Financial Services and Woodbury Financial Services Inc. Berry holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Oregon and Washington. Woodbury Financial Services, Inc is a registered investment firm based out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It administers $19 billion in assets across its 101,950 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 184 charities and foundations. Of its 101,950 customer accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets. Woodbury Financial Services, Inc offers a wide range 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 for financial advice are based on which service is provided. However, fees charged by Woodbury Financial Services, Inc likely include 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
Scott Berry Work History
Scott has been registered as a financial advisor for 4 years.*
Woodbury Financial Services Inc
Trillium Family Services Foundation
Foresters Financial Services
Foresters Advisory Services LLC
Foresters Financial
First Investors Corporation
*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 Scott Berry 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
Lincoln, NE
Scottsdale, AZ
Fairfax, VA
Hopkins, MN
Palatine, IL
Silver Spring, MD
Mount Joy, PA
Thibodaux, LA
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.
