Ashish
Patel
Woodbury Financial Services, Inc
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About this Advisor
Ashish Patel is a certified financial planner working in Houston, Texas with a total of 5 years of relevant experience. Patel currently works for Woodbury Financial Services, Inc. During their career, the advisor has held roles at Chase Investment Services Corp, Capital One Sharebuilder, Inc, Sharebuilder 401K, Woodbury Financial Services, Inc and Capital One Investments Services LLC. Patel maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida, Louisiana and Texas. 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 people on staff. It has $19 billion in assets between its 101,950 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth individuals who have at least $1 million in investable assets. Woodbury Financial Services, Inc performs 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. Fees for financial advisory services largely vary depending on the financial services. However, fee types billed by Woodbury Financial Services, Inc likely include some blend of 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
Ashish Patel Work History
Ashish has been registered as a financial advisor for 5 years.*
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Sharebuilder 401K
Chase Investment Services Corp
Capital One Sharebuilder, Inc
Capital One Investments Services LLC
*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 Ashish Patel 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
Thibodaux, LA
Center, TX
Glenwood, IA
Saint Paul, MN
Fond Du Lac, WI
Cameron, WI
Mount Joy, PA
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.
