Nathan
Warren

Woodbury Financial Services, Inc

CRD#1240004
Investment Advisor
in Collierville, TN

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About this Advisor

Nathan Warren is a financial advisor who works out of Collierville, Tennessee, who has been in the industry for 10 years. Warren works at Woodbury Financial Services, Inc. Over the course of their career, Warren has held roles at Guardian Life Insurance Company, Park Avenue Securities and Woodbury Financial Services Inc. Warren has a Series 63 license, qualifying them as a securities agent, and is able to advise clients in Tennessee. Woodbury Financial Services, Inc is a financial advisory company headquartered in Collierville, Tennessee. The firm has offices in 837 locations and a total of 3,216 financial advisors. It administers $21 billion in assets between its 91,382 accounts, placing it among the largest firms in the country by assets under management. The firm advises 172 charities and foundations. Of its 91,382 client accounts, 18% belong to high-net-worth individuals who have more than $1 million in investable assets. Woodbury Financial Services, Inc 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 vary depending on which services are provided. However, fee types billed by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

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

Yes

Office Location

Collierville, TN

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

TN Average: 157
Total Number of Accounts

91,382

TN Average: 8,262
Average Account Size

$233,575

TN 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

Nathan Warren Work History

Nathan has 10 years of experience.

2019 - Present (3 years)

Woodbury Financial Services Inc

2012 - 2019 (7 years)

Guardian Life Insurance Company

2012 - 2019 (7 years)

Park Avenue Securities

Disclosures

Nathan Warren has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

William Andrew
Peoria Heights, IL
Anthony Frangella
Orland Park, IL
Grant Messner
Lees Summit, MO
Shawn Campas
Novato, CA
Kristi Mignano
Johnston, IA
Cresta Clawson
Carmel, IN
Michael Sayre
Midvale, UT
Nicolas Wildman
Vienna, OH

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.

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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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