Christopher
Simon

Woodbury Financial Services, Inc

CRD#2366533
Investment Advisor
in Mount Joy, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Simon is a financial advisor who works out of Mount Joy, Pennsylvania with a total of 4 years of industry experience. Simon is an advisor for Woodbury Financial Services, Inc. During their career, the advisor has held roles at Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Simon maintains a Series 63 license, designating them as a securities representative, and is registered to operate in Pennsylvania. Woodbury Financial Services, Inc is a registered investment company based in 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 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 184 charitable organizations. Of its 101,950 customer accounts, just 11% are held by high-net-worth individuals who have more than $1 million in investable assets. Woodbury Financial Services, Inc offers a wide array 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. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

4 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

Mount Joy, PA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

PA Average: 157
Total Number of Accounts

101,950

PA Average: 8,262
Average Account Size

$189,097

PA 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

Christopher Simon Work History

Christopher has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Woodbury Financial Services, Inc

2019 - Present (5 years)

Woodbury Financial Services, Inc

2013 - 2019 (6 years)

Questar Capital Corporation

2013 - 2019 (6 years)

Questar Asset Management

*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 Christopher Simon 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

Denise Badgerow
Thibodaux, LA
Samantha Schaefer
Fond Du Lac, WI
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
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.

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started