Woodbury Financial Services, Inc
About this Advisor
Casey Middleton is a financial advisor based in Johnson City, Tennessee, with 10 years in the industry. Middleton is currently employed by Woodbury Financial Services, Inc. During their career, Middleton has held roles at Woodbury Financial Services Inc, Etsu Financial Aid and East Tennesse State University. Middleton maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Woodbury Financial Services, Inc is a financial advisory firm that has its headquarters in Johnson City, Tennessee. The firm has offices in 837 locations and a total of 3,216 people on staff. It oversees $21 billion in assets across its 91,382 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 172 charities and foundations. Of its 91,382 customer accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets. Woodbury Financial Services, Inc offers a wide range 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 management fee schedules largely are based on which service is provided. However, fees charged by Woodbury Financial Services, Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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
Casey Middleton Work History
Casey has 10 years of experience.
Woodbury Financial Services Inc
Etsu Financial Aid
East Tennesse State University
Casey Middleton has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
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